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1. New User New Profile Edit Delete Q Arthur Manzi user Q Handheld User user Q Michele Weston user 4 Enter a unique name for the profile and click OK New Profile Enter name for new profile Cg Close the Users window From the User pop up menu choose the new profile Create the data for the profile such as a company phone list From the HotSync menu choose Conduit Settings O oND Select the conduit settings for the profile See Customizing HotSync application settings earlier in this chapter for details To use a profile for the first time HotSync operation on a Windows computer 1 Place the new handheld in the cradle 2 Press the HotSync button on the cradle 3 Click Profiles 4 Select the profile you want to load on the handheld and click OK Chapter 7 Page 197 hav 5 a sa G Installing a profile will overwrite all data currently on the handheld device Are you sure you want to do this F Don task this question again No 5 Click Yes to transfer all the profile data to the handheld The next time you perform a HotSync operation Palm Desktop software prompts you to assign a user name to the handheld To use a profile for the first time HotSync operation on a Macintosh 1 Connect the new handheld to the HotSync cradle 2 Press the HotSync button on the cradle 3 Select
2. 22 Template Name _ SAMPLE3 XLT ROW Fixed Label Day Date Expense Type X x Table with Entertainment a four sections Page 254 Creating a Custom Expense Report 10 You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in your custom Expense Report To clear all of the existing settings in a row click to select the row and press Ctrl Delete Name each row to correspond to a Section of your custom Expense Report Determine the Label settings The orientation of the data fields Row Column appears in the yellow section of the table SAMPLE 1 XLT ROW COLUMN Fixed Label Variable Label by Fixed Label Variable Label by DawDate Expense Type DawDate Expense Type DayDate Expense Type DaylDate Expense Type x x Determine whether the Rows will contain expense or date U information and place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can place only one x in the Row section columns 2 5 Determine whether the Columns will contain expense or date information and place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can place only one x in the Column section columns 6 9 Define the dimensions of the Section The dimension
3. ShortCut Q Your handheld includes the following predefined Graffiti ShortCuts Entry ShortCut Date stamp ds Time stamp ts Date time stamp dts Meeting me Breakfast br Lunch lu Dinner di Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld To use the onscreen keyboard 1 Open any application such as Memo Pad 2 Tap any record or tap New Chapter 2 Page 37 3 Tap abc to open the alphabetic keyboard or tap 123 to open the numeric keyboard 8 5 Q ia here for alpha Tap here for numeric keyboard keyboard 4 Tap the characters to enter text and numbers Note The onscreen keyboard also includes a dialog box for international characters You can switch among the three dialogs at any time to enter the exact text you need 5 After you finish tap Done to close the onscreen keyboard and place the text in the record Using Note Pad In addition to using Graffiti characters and the onscreen keyboard you can enter data on your handheld using the Note Pad application When you use Note Pad you write quick notes directly on the handheld screen in your own handwriting Later you can enter this information into another application or delete it See Note Pad in Chapter 5 for more information and instructions To use Note Pad 1 Press the Note Pad application button on the front panel
4. To send a copy of this e mail item to additional recipients tap the CC field and then enter the e mail addresses of the additional recipients separating the addresses with a comma followed by a space Tap the Subj field and enter a subject for your e mail item 5 Tap the Body field and enter the text of your e mail item Tip If the address CC subject or body exceeds the capacity of the screen display tap the name of the field for Page 148 Communicating Using Your Handheld example tap To to expand that field Tap the Done button to return to the New Message screen Tap the name of the field to open New Message To reply to an e mail item Tap to return to New Message screen 1 Tap an e mail item in the Message list to display it onscreen 2 Tap Reply 3 Select whom you want to receive the reply Sender only All recipients or someone who didn t see the original e mail item Forward Reply Options Reply to Ebay All Forward amp Include original text O Comment original text 4 Select whether you want to include original text or comment original text Tap OK Dei Enter the text of your reply Tip You have several options including setting the priority See Adding details to e mail items later in this chapter 7 Tap Send to place your reply in the Outbox Chapter 6 Page 149 Looking up an address To
5. To Lookup Adams Ben ben_adams netcom com Butler Richard buttons pipeline corm Carter Melanie mearter aol co Tap to select Chu Byron chuman dol com Technical Support support palm com Look Up Tap here to ie address in field Adding details to e mail items Before you send your e mail item you can attach additional attributes to it such as a signature or a priority level These features are dependent on the desktop E mail application you use If your application does not support the attribute you select your handheld cannot attach that attribute to the e mail item The following details are available Priority Flags an e mail item as High Normal or Low priority BCC Creates a blind carbon copy field in the New Message screen Signature Attaches previously defined text as the closing of an e mail item See Adding a signature to your e mail item later in this chapter Confirm Requests a confirmation telling you when the Read e mail item was read Confirm Requests a confirmation telling you when the Delivery e mail item was delivered The Priority and BCC settings are valid only for the current e mail item and must be set for each item you create Chapter 6 Page 151 Setting a priority To set a priority for your e mail item 1 In the New Message screen tap Details New Message s Message Details a Subj f Priority w Normal Body Bcc O ai Signature O Confirm Read O Con
6. Delete Item D Purge WE Options menu Record Edit eats Preferences R Custom Currencies About Expense Chapter 5 Page 141 Preference cos Preferences Li Use automatic fill when entering data Default Currency w m Use automatic fill Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area For example if you write the letter T it enters the Taxi expense type Writing T and then E enters Telephone which is the first expense type beginning with the letters TE About Shows version information for Expense Expense Page 142 Using Your Basic Applications Chapter b Communicating Using Your Handheld The previous chapter described the features of your handheld that help you stay organized This chapter describes the features that help you stay connected m Managing desktop E Mail Using your handheld you can read reply to compose and delete e mail from your Windows desktop E Mail application while you re away from your desk m IR beaming The infrared port located at the top of your handheld lets you send data from your handheld including entire applications to any other Palm OS handheld that s close by and also equipped with an IR port Managing desktop E Mail away from your desk Mail lets you manage the e mail that you send and receive through the E Mail application
7. Beaming information in Chapter 6 for details Note If you copy applications between your handheld and multiple expansion cards and then attach a card with a copied application to a Card Reader Writer you may notice that the copied application s filename has been changed to the name of a database file it contains You will only see this if you use your cards with a Card Reader Writer Deleting applications from an expansion card To delete applications from an expansion card 1 Tap the Applications icon O 2 Tap the Menu icon 3 Tap App and then tap Delete 4 Tap the card name from the Delete From pick list Page 62 Using Expansion Features 5 Tap an application to delete from the expansion card Delete From w DMy Card Free Space 3 7M of 3 8M ardBall 25K 6 Tap Delete 7 Tap Done Card Info Card Info lets you review general information about a A resident card and its contents rename a card and format a card Reviewing card information 1 Tap the Applications icon Q 1 Tap the Card Info icon 2 Review Card name Type and Size 3 Review card contents summarized by directory Card info ooo Card w B My Card Type MultiMedia Card Size 3MB Free of 3 MB Application Directory Review summarized 3 Applications 105 KB card contents Review card information Chapter 4 Page 63 Renaming a card Tap the Applications icon Tap the Card Info icon
8. By default Mail displays abbreviated header information which comprises only the From and Subj fields The full header provides complete information about the sender receiver and copied recipients in addition to the subject and date the e mail item was created Mail uses the header type you select for all your e mail items To display full header information 1 Open an e mail item 2 Tap the Complete Header icon Tip To redisplay the abbreviated header tap the Abbreviated Header icon Creating e mail items You create e mail items with your handheld the same way you create e mail with your desktop E mail application you identify the recipient s of the e mail item define a subject and create the body of the e mail item You create original e mail items and replies in the New Message screen All e mail items must at the very least contain information in the To and Subj fields Chapter 6 Page 147 To create an e mail item 1 Tap New 0 Messages w Inbox New Message C Subj Body Tap Neva I 2 eaea ai Tip You can also create an e mail item by tapping New from the Message menu Enter the e mail address of the recipient New Message Note Enter the address as if you were entering it from your desktop E Mail application For example network users sending an e mail item to a user on the same network do not need to add Internet information such as mycorp com
9. Frequently Asked Questions Operating problems Problem Solution I don t see anything Try each of these in turn on my handheld s screen Press an application button to ensure your handheld is turned on Tap the Contrast icon Q in the upper right corner of the Graffiti writing area if your handheld supports contrast adjustment available on some models If the Contrast dialog box appears adjust the contrast by holding down the up scroll button for a few seconds If this doesn t work hold the down scroll button for a few seconds If your handheld was exposed to cold make sure it is at room temperature Recharge the unit Perform a soft reset If your handheld still doesn t turn on perform a hard reset See Resetting your handheld in Appendix A Important With a hard reset all records and entries stored in your handheld are erased Never perform a hard reset unless a soft reset does not solve your problem You can restore any data previously synchronized with your computer during the next HotSync operation See the online Handbook for instructions on restoring your data Appendix B Page 235 I get a warning message telling me my handheld memory is full My handheld keeps turning itself off My handheld is not making any sounds My handheld s LED indicator is not blinking when alarms occur My handheld does not vibrate when alarms occur My handheld has f
10. To open an application on an expansion card m Tap the icon of the application that you want to open FRC ily Cord HardBall Page 60 Using Expansion Features Switching between your handheld and an expansion card When you use an expansion card your handheld creates and displays anew category that matches the name of the expansion card You can easily switch between applications installed on your handheld and on the expansion card To switch to an expansion card 1 Tap the pick list in the upper right corner 2 Tap the category item that matches the name of the expansion card PCr o v Dy Card Address i HardBall HotSync Note Pad Copying applications to an expansion card You can copy applications from your handheld to an expansion card or from an expansion card to your handheld To copy an application to an expansion card 1 Tap the Applications icon O 2 Tap the Menu icon Chapter 4 Page 61 3 Tap App and then tap Copy Copy To v Dry Card From w Handheld ardBall PALS Select the card name from the Copy To pick list Select Handheld from the From pick list Tap an application to copy Tap Copy So N D Or Tap Done Note You can install applications to a card that is seated in the expansion card slot during a HotSync operation see Installing add on applications in Chapter 3 for details Also you can beam applications from expansion cards see
11. Writing area 6 Writing See Entering data X XLT Expense report template in Excel 139 Index Page 275 Page 276 Index
12. written for the Palm OS handhelds Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application please contact the developer or publisher of that software Appendix B Page 233 Software installation problems Problem The Palm Desktop Installer Menu did not appear when I inserted the CD ROM into my Windows computer I cannot install Palm Desktop software on my Windows computer I cannot install Palm Desktop software on a Macintosh Solution 1 on 6 Click the Start button 2 Choose Run from the Start menu 3 4 Locate your CD ROM drive and Click Browse select the Setup exe file Click Open Click OK Try the following 1 4 5 6 Disable any virus scanning software on your computer Press CTRL ALT DELETE and end all tasks except Systray and Explorer Note Ifa dialog with buttons appears instead of a list of tasks click the Task List button and then end all tasks except Systray and Explorer Make sure your computer has at least 30 MB of disk space available Delete all temporary files Run ScanDisk on your computer Reinstall Palm Desktop software Try the following 1 Disable any virus scanning software on your Macintosh Quit any open applications Make sure your computer has at least 25 MB of disk space available Reinstall Palm Desktop software Page 234
13. Date Book When you open Date Book the screen shows the current date and a list of times for a normal business day Scheduling an event A record in Date Book is called an event An event can be any kind of activity that you associate with a day You can enter a new event on any of the available time lines When you schedule an event its description appears on the time line and its duration is automatically set to one hour You can easily change the start time and duration for any event Note It s possible to schedule events that overlap but Date Book makes it easy to find such conflicts See Spotting event conflicts later in this chapter You can also schedule events in your Date Book that occur on a particular date but have no specific start or end times such as birthdays holidays and anniversaries These are referred to as antimed events Untimed events appear at the top of the list of times marked with a diamond You can have more than one untimed event on a particular date You can also schedule a repeating event such as a weekly meeting and continuous events such as a three day conference or a vacation To schedule an event for the current day 1 Tap the time line that corresponds to the beginning of the event Chapter 5 Page 97 Jul 24 02 KIBO GEC Jul 24 02 KIBO GEC Tapa 8 00 time line 9 00 i 10 00 a 11 00 al 12 00 5 2 00 3 00 oon Time
14. Month and Agenda views Address Book Address Book enables you to keep names addresses phone Q numbers and other information about your personal or business contacts In Address Book you can do the following m Quickly look up or enter names addresses phone numbers and other information m Enter up to five phone numbers home work fax mobile etc or e mail addresses for each name m Define which phone number appears in the Address list for each Address Book entry m Attach a note to each Address Book entry in which you can enter Page 68 Using Your Basic Applications additional information about the entry m Assign Address Book entries to categories so that you can organize and view them in logical groups m Create your own digital business card that you can beam to other Palm OS handhelds To open Address Book m Press the Address Book application button on the front panel of your handheld Address Book opens to display the list of all your records Address Book button Note Press the Address Book application button repeatedly to cycle through the categories in which you have records Press and hold the Address Book application button to instantly beam your business card to another Palm OS handheld To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do In To Do List you can do the following Make a quick and convenient list o
15. O 1 Call David O 4 Smog the car amp 1 Send flowers to M O 5 Check out www palm com O 1 Write thank you note to Vickie O 2 Pick up fresh vegetables Note You can also change the category of To Do items shown Click on the pick list to choose another category See To Do List for more information on working with To Do items Date Book menus preferences and display options Date Book menus are shown here for your reference and Date Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Record New Event N Delete Event D Attach Note A Delete Note zO Purge Beam Event Options menu Options Font s F Preferences R Display Options Y Phone Lookup L Security H About Date Book Chapter 5 Page 109 Display Allows you to change Date Book s appearance Options and which events display Display Options Li Day View Show Time Bars Compress Day View Month View Show Timed Events O Show Untimed Events O Show Daily Repeating Evts m Show Time Bars Activates the time bars that appear in the Day View The time bars show the duration of an event and illustrate event conflicts m Compress Day View Controls how times appear in the Day View When Compress Day View is off all time slots display When it is on start and e
16. Tap the arrows to select the current year Chapter 1 Page 25 eed Date Time Tap Set Date arrows to select Jon Feb Mar Apr may Jun year Jul Aug Sep Ee Daylight Saving w On gt Set Time Zone 13 14 Tap to 20 21 select 27 28 29 30 31 month Tap to set date_ Tap to select date 3 Tap a month 4 Tap the current date To set the time 1 Tap the Set Time box Set Time EEEE 2 Tap the up or down arrows to change the hour 3 Tap each number of the minute and then tap the arrows to change them 4 Tap OK To set the time zone 1 Tap the Set Time Zone box Set Time Zone Indonesia Irian Jaya lran Ireland Luxembourg Current Time 2 15 pm Thu New Time 7 15 am Fri Page 26 Introduction to Your Handheld 2 Tap a time zone Tip When you travel changing the time zone setting to a new time zone automatically resets the date and time on your handheld but it does not change the time of appointments set in Date Book 3 Tap OK To set the daylight saving switch m Tap the Daylight Saving pick list and then tap Off or On Chapter 1 Page 27 Page 28 Introduction to Your Handheld Chapter 2 Entering Data in Your Handheld This chapter explains how to enter data into your handheld by writing with the stylus in the Graffiti writing area by using the onscreen keyboard by using the computer keyboard or by importing data from a
17. Viewing and entering data Working with expansion cards Using your handheld with your computer Personalizing your handheld with your own preference settings After you become familiar with the basic functionality of your handheld you can use the rest of this handbook as a reference for less common tasks for maintaining your handheld and also as a source of information if you have problems operating it About This Book Page 1 Page 2 About This Book Chapter Introduction to Your Handheld This chapter explains the physical buttons and controls on your Palm m500 series handheld how to use your handheld for the first time how to add expansion cards to your handheld and how to use HotSync technology to synchronize your handheld and Palm Desktop software Getting to know your Palm m500 series handheld What is a Palm m500 series handheld Palm m500 series handhelds will help you stay organized and on time and keep up with daily tasks while you are away from your desk Use your new handheld to do the following m Enter your schedule in Date Book m Keep all your contact names addresses and phone numbers in Address Book Prioritize and assign your tasks a due date in To Do List m Jot quick notes directly on the screen in Note Pad Set alarms from Clock Date Book and Note Pad to keep yourself on schedule and remind yourself of appointments and notes m Set preferences for how you receive alarms by
18. computer s infrared port m Make a copy of your Palm folder Uninstall then reinstall Palm Desktop software m Turn on your handheld and tap the Applications icon Tap the HotSync icon then tap Local m Ifyou have performed a HotSync operation successfully but you cannot find the data from your handheld on Palm Desktop software check to see you have the correct user name selected for viewing data m Ona Windows computer click the HotSync Manager and choose Custom Check that all conduits are set to synchronize files m Ona Macintosh double click the HotSync Manager icon From the HotSync menu choose Conduit Settings Select your user name from the User pop up menu and check that the correct conduit is active m Your computer s infrared port may be set to search automatically for the presence of other infrared devices Consult the documentation for your operating system for information about turning off this option m In some cases simply moving your handheld away from the computer s infrared port solves the problem Appendix B Page 245 I want to m Ifthe computer running Palm Desktop synchronize my software synchronizes with more than computer with more one handheld each handheld must have than one handheld a unique name Assign a user name to your handheld the first time you perform a HotSync operation m Please be aware that synchronizing more than one handheld with the same user name c
19. fore your handheld finishes the search To continue the search after you tap Stop tap Find More 4 Tap the text that you want to review Using Phone Lookup Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record To use Phone Lookup 1 Display the record in which you want to insert a phone number The record can be in Date Book To Do List Memo Pad or Mail 2 Tap the Menuicon 3 Tap Options and then tap Phone Lookup 4 Begin to spell the last name of the name you want to find The list scrolls to the first record in the list that starts with the first letter you enter Continue to spell the name you re looking for or when you see the name tap it Page 88 Using Your Basic Applications 5 Phone Number Lookup Abrams Liz 650 454 6121 Adams Ben 408 772 1900 Beckman Rachel 510 532 0746 Bertolli Marcus 213 422 1363 Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 Cain Cath 650 235 6222 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 W Chu Byron 213 343 9801 Conner Sandy 301 933 6833 Look Up F lt Tap Add The name you selected along with the other information associated with it is pasted into the record you selected in step 1 Phone Lookup tips Write the Graffiti Command stroke L to activate the Phone Lookup feature You can also activate it in the following circumstances While ente
20. maximum Truncate message after HE Send only length All messages will be syn 500 characters chronized between the 1000 characters handheld and the remote 2000 characters email system 4000 characters 6000 characters 8000 characters Li Truncate Options 250 characters Tap Truncate 2 Tap to select the truncation setting you want Tip If you select the maximum setting messages can be 8 000 characters longer messages are truncated If you select a lower value you ll have more room for e mail items 3 Tap OK Chapter 6 Page 165 Mail menus Mail menus are shown here for your reference and Mail features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Message menus The Message menu varies depending on whether you are viewing an e mail item creating an e mail item or viewing the Message list EET KYST New N Purge Deleted E EZT Edit Options Save Draft WwW ieee Edit Options Purge Deleted E New N File PA Purge Deleted E Message list New Message View Message Options menus The Options menu varies depending on whether you are creating or editing an e mail item Options O Font F Preferences R HotSync Options H About Mail Message list Options I Font F Preferences R HotSync Options H Look Up
21. 10K Tap Delete Tap Yes Tap Done Removing Palm Desktop software If you no longer want to use Palm Desktop software you can remove it from your computer To remove Palm Desktop software from a Windows computer 1 00 SST OST 29 gt IS From the Windows Start menu choose Settings and then Control Panel Double click the Add Remove Programs icon Click the Change or Remove Programs button Select Palm Desktop Click Change Remove Click Yes in the Confirm File Deletion box Click OK Click Close Note Youneed to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM To remove Palm Desktop software from a Macintosh 1 2 Locate the Palm Desktop Installer icon and double click this icon From the Easy Install screen choose Uninstall from the pop up menu 3 Select the software you want to remove 4 Click Uninstall Chapter 3 Page 51 5 Select the folder that contains your Palm Desktop software files 6 Click Remove Note This process removes only the application files The data in your Users folder remains untouched 7 Restart your Macintosh Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect In Security you can do the following m Lock and turn off your handheld so that it does not operate until you enter the correct password m Mask all records tha
22. 3 Follow the instructions onscreen to set up your handheld for use with your desktop E Mail application To select HotSync options 1 Click the HotSync icon in the Windows system tray bottom right corner of the taskbar 2 Choose Custom Tip You can also choose Custom from the HotSync menu in Palm Desktop software 3 Select Mail in the list box 4 Click Change Change HotSync Action oa Cancel a a Desktop overwrites handheld Help OS C Do Nothing I SetAs Default Your Mail is currently set up with the following configuration Mail Setup Mail System Lotus cc Mail 7 0 User Name midyne spear Post Office c lotus ccomail mailbox0 5 Click one of the following settings Synchronize Synchronizes the mail on your handheld and the files your desktop E Mail application Desktop Replaces the mail on your handheld with the overwrites mail in your desktop E Mail application You handheld should use this option only if for some reason the two inboxes get out of sync Do Nothing Turns off communication between your handheld and desktop E Mail application Chapter 6 Page 145 Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Action reverts to the default setting To change your Mail setup options 1 Click the HotSync icon in the Windows system tray 2 Choose Custom Tip You can also choose Custom from the HotSync m
23. 4 Enter the text you want to appear in the memo Use the carriage return stroke to move down to new lines in the memo 5 Tap Done Reviewing memos The first line of a memo appears in the Memo list This makes it easy to locate and review your memos To review a memo 1 Inthe Memo list tap the text of the memo Tapa Unfiled memo to review its contents 1 11722 Meeting minutes 2 Directions to Moscone Center 3 Plans for conference 4 Priorities on new project 5 To discuss Jose Ribera 2 Review or edit the text in the memo 3 Tap Done Page 126 Using Your Basic Applications Memo Pad menus Memo Pad menus are shown here for your reference and Memo Pad features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Memo list or an individual memo Record menus ERENT Options OOO Beam Category EEZ Edit Options New Memo N Delete Mlemo D Beam Memo B Memo list Memo screen Options menus Options O Font AF Preferences ZR Security H About Memo Pad Options Font F Phone Lookup sL About Memo Pad Memo list Memo screen Preferences Displays the Memo Preferences dialog box where you define the sort order for memos About Memo Sh
24. Address Book that have data in the Company field Select the name you want to add and then tap Add The name appears in the Attendees screen Repeat steps 4 and 5 to add more names Tap Done Tap OK You can sort lists of records in various ways depending on the application Sorting is available in applications that have list screens Address Book To Do List Memo Pad and Expense Note You can also assign records to categories See Categorizing records earlier in this chapter To sort records in To Do List and Expense 1 Open the application to display the list screen Page 90 Using Your Basic Applications 2 Tap Show 3 Tap the Sort by pick list and select an option 4 Tap OK To sort records in Address Book Note Pad and Memo Pad 1 Open the application to display the list screen 2 Tap the Menu icon 3 Tap Options and then tap Preferences Address Book Preferences O Remember Last Category O Enable Tap Dialing List By Last Name First Name Company Last Name Note Pad NotePadPreferences Sort by w Manual Alarm Sound w Alarm Confirm note delete Memo Pad Memo Preferences Sortby w Alphabetic 4 Do one of the following Address Book Tap the setting you want Note Pad Tap the Sort by pick list and select Alphabetic Date or Manual Memo Pad Tap the Sort by pick list and select Alphabetic or Manual 5 Tap OK Chapter
25. Applications Launcher displays each application as an icon As an alternative you can choose to show a list of applications You can also choose to view the same category of applications each time you open the Applications Launcher To change the Applications Launcher display 1 Tap the Applications icon O 2 Tap the Menu icon amp Page 44 Managing Your Applications 3 Tap Options and then tap Preferences 4 Tap the View By pick list and select List 5 Tap OK amp Address B Calc a Cord Info Clock DateBook Expense G HotSync E Mail y MemoPad tof Note Pad Sx Prefs Ow Security M ToDoList E Welcome To open the Applications Launcher to the last opened category 1 Tap the Applications icon 0 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 5 Tap OK Tap the Remember Last Category check box to select it Choosing preferences You can set options that affect an entire application in the application s Preferences dialog box To change preferences for an application 1 2 3 Open an application Tap the Menu icon Tap Options and then tap Preferences Note Not all applications have a Preferences command Make changes to the settings 5 Tap OK Chapter 3 Page 45 Installing and removing applications This section explains how to install and remove applications on your handheld or on an expansion card and how to remove Palm Desktop sof
26. Ben 408 772 1900 Adams Ben Beckman Rachel 510 532 0746 Beckman Rachel Bertolli Marcus 213 422 1363 Bertolli Marcus Bruce Jeremy 408 459 1279 Bruce Jeremy a Butler Richard 516 626 1424 Butler Richard 516 626 1424 Cain Cathy 650 235 6222 Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 i Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 Carter Melanie 212 395 6277 Chu Byron 213 343 9801 Chu Byron 213 343 9801 W Conner Sandy 301 933 6833 W Conner Sandy 301 933 6833 W LookUp al Look Up Note In the Date Book Agenda view the pick list is in the upper right of the To Do list 2 Select the category you want to view The list screen now displays only the records assigned to that category Tip Pressing an application button on the front panel of the handheld toggles through all the categories of that application To define a new category 1 Tap the category pick list in the upper right corner of the screen or list Abrams Liz 650 454 6121 Abrams Liz Adams Ben 408 772 1900 Adams Ben Beckman Rachel 510 532 0746 Beckman Rachel Bertolli Marcus 213 422 1363 Bertolli Marcus Bruce Jeremy 408 459 1279 Bruce Jeremy Butler Richard 516 626 1424 Butler Richard 516 626 1424 Cain Cathy 650 235 6222 Cain Cathy 650 235 6222 4 Carpenter Joan 718 824 1548 tp Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 Carter Melanie 212 395 6277 W
27. Chu Byron 213 343 9801 Chu Byron 213 343 9801 Conner Sandy 301 933 6833 Conner Sandy 301 933 6833 Ae LOOK UP nme LOOK UP ssn 2 Tap Edit Categories Page 84 Using Your Basic Applications 3 Tap New Edit Categories a 4 Enter the name of the new category and then tap OK Edit Categories Enter anew category name 5 Tap OK You can assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the screen or list 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename Edit Categories Li 4 Enter the new name for the category and then tap OK Chapter 5 Page 85 5 Edit Categories Enter anew category name Tap OK Tip You can group the records in two or more categories into one category by giving the categories the same name For example if you change the name of the Personal category to Business all records formerly in the Personal category appear in the Business category Finding information Your handheld offers several ways to find information quickly All applications that reside on your handheld Find locates any text that you specify always starting with the current application Note Find does not search through applications on expansion cards Date Book To Do List Memo Pad Phone Lookup displays the Address list screen and lets you add the in
28. Click the Serial Port Settings tab Under Check for handheld connection using select Local Setup GOT BS Ne a Under Local Setup select the port where your cradle is connected from the Port pop up menu 7 Close the HotSync Software Setup window Now the next time you want to perform a HotSync operation just press the HotSync button on the cradle as you always did in the past Chapter 7 Page 185 Conducting a HotSync operation via modem You can use a modem to synchronize your handheld when you are away from your computer Note The first HotSync operation must be local using the cradle After that you can perform a modem HotSync operation To perform a HotSync operation via modem you need the following m A modem connected to your computer m Palm Desktop software configured for use with the modem m A modem connected to your handheld m A configuration for the kind of modem connection you want to make See Connection preferences in Chapter 8 for more information Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your handheld To prepare your Windows computer for a modem HotSync operation 1 Confirm that the computer modem is connected and turned on and that no communications applications such as fax or telephony so
29. Due employee Due company E 4 4 gt gt i Samplez KI TZ If you want to streamline or customize your expense reports you can change these templates For example you can add your company name to a template See Appendix C for information on changing templates To view your expense data using a Microsoft Excel template 1 Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure 2 Click Options Page 140 Using Your Basic Applications Expense Report Options x Name Department Phone No Project Bill To Template Select an Expense template from the list SAMPLE1 XLT Local Currency Select a country name from the list below or type in your local currency s country United States z Enter name and other information Choose expense template 3 Enter name department and other information as necessary for your expense report 4 Click the Templates menu then select an expense template Note If you want to create your own custom expense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Expense menus Expense menus are shown here for your reference and Expense features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu CEZIJ Edit Options
30. Folder to another folder This will enable you to reinstall them later if needed 6 Copy the four extension files into the Extensions folder in your System Folder 7 Restart your Macintosh Configuring HotSync Manager for infrared communication Next you need to configure HotSync Manager for infrared communication To configure HotSync Manager for infrared communication on a Windows computer 1 Click the HotSync Manager icon in the Windows system tray and make sure Infrared is checked If you do not have an Infrared option on the HotSync Manager menu complete the following steps 2 Make sure Local Serial is checked on the menu 3 Choose Setup 4 Click the Local tab Page 182 Advanced HotSync Operations 5 6 In the Serial Port drop down box select the simulated port that your computer uses for infrared communication General Local Modem Network Serial Port COM4 z Note See the documentation for your operating system for instructions on finding the simulated port This information is usually located in the Control Panel Click OK Note If your cradle is connected to a USB port you can continue using it while HotSync Manager is configured for infrared communication If your cradle is connected to a serial port you cannot use your HotSync cradle again until you reconfigure the HotSync Manager to communicate with the port defined for cradle synchronization To configure HotSync
31. Install Handheld Files window 12 Perform a HotSync operation to install the selected application s on your handheld See Exchanging and updating data HotSync operations in Chapter 5 for details Note Files that remain in the list after you perform a HotSync operation did not install This can happen if the file type was not recognized during the HotSync operation Expansion cards may hold applications that use files other than the Palm application files In order for your handheld to recognize such a file you must launch the application that uses these files at least once Removing applications In the event that you run out of memory or decide that you no longer need an application you installed you can remove applications from your handheld or from an expansion card From your handheld you can remove only add on applications patches and extensions that you install you cannot remove the applications that reside in the ROM portion of your handheld To remove an add on application 1 Tap the Applications icon O 2 Tap the Menu icon 3 4 Tap the Delete From pick list and select either Handheld or Card Tap App and then tap Delete To delete applications from a card the card must be seated in the expansion card slot Tap the application that you want to remove Page 50 Managing Your Applications 6 7 8 Delete Delete From w Handheld Free Space 1913K of 1952K HardBall 19K MineHunt
32. L About Mail New Message About Mail Shows version information for Mail Page 166 Communicating Using Your Handheld Beaming information Your handheld is equipped with an IR infrared port that you can use to beam information to another Palm OS handheld that s close by and also has an IR port The IR port is located at the top of the handheld behind the small dark shield You can beam the following information between Palm OS handhelds m Therecord currently displayed in Date Book Address Book To Do List Note Pad or Memo Pad m All records of the category currently displayed in Address Book To Do List Note Pad or Memo Pad m A special Address Book record that you designate as your business card containing information you want to exchange with business contacts An application installed in RAM memory An application installed on an expansion card that is seated in the card slot Note You can also perform HotSync operations using the IR port See IR HotSync operations in Chapter 7 for more details To select a business card 1 Create an Address Book record that contains the information you want on your business card 2 Tap the Menu icon 3 Tap Record and then tap Select Business Card 4 Tap Yes To beam a record business card or category of records 1 Locate the record business card or category you want to beam 2 Tap the Menu icon 3 Tap Record and then tap one of th
33. Tab delimited tab tsv txt Address Book and Memo Pad only CSV Lotus Organizer 2 x 97 Mapping Address Book only vCal vcs Date Book only vCard vcf Address Book only Date Book archive dba Address Book archive aba To Do List archive tda Memo Pad archive mpa Archive formats can only be used with Palm Desktop software Use the archive file formats to share information with other people who use a Palm OS handheld or to create a copy of your important Palm Desktop information To import data from a Windows computer 1 Open Palm Desktop software 2 Click the application into which you want to import data 3 If you are importing records that contain a field with category names do the following Select All in the Category box Be sure that the same categories that appear in the imported file also exist in the application If the categories do not exist create them now otherwise the records are imported into the Unfiled category Chapter 2 Page 39 4 From the File menu choose Import 5 Select the file you want to import 6 Click Open Note If you are importing a vCal or vCard file skip to step 10 You do not have to specify which fields correspond to the imported data 7 Toimport data into the correct Palm Desktop fields drag fields in the left hand column so that they are opposite the corresponding imported field on the right 8 If you do not want to import a field deselect th
34. Tap Select Service Welcome Modem Tap here Note See Network preferences and TCP IP software in Chapter 8 for information on creating a network connection 8 Tap Service and select a service Preferences Network Tap here 9 Tap Done 10 Tap the Menu icon 11 Tap Options then tap Conduit Setup Follow the instructions in Selecting the conduits for a modem HotSync operation earlier in this chapter Page 194 Advanced HotSync Operations Performing a network HotSync operation After you prepare your computer and your handheld and select your Conduit Setup options you are ready to perform a network HotSync operation To perform a network Hotsync operation m Tap the modem HotSync icon to begin the operation Welcome Modem Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your handheld from a separate external file such as a company phone list HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation With File Link you can import data stored in any of the following formats m Comma separated csv m Memo Pad archive mpa m Address Book archive aba m Text txt For information on how to set up a file link see the Palm De
35. When you create a new To Do List item its priority is automatically set to level 1 the highest most important level If you select another item first however the item you create appears beneath the selected item and is given the same priority as the selected item Chapter 5 Page 117 To set the priority of a To Do List item 1 Tap the Priority number on the left side of the To Do List item Tap here Tap to select__ priority 2 Tap the Priority number that you want to set 1 is most important Checking off a To Do List item You can check off a To Do List item to indicate that you ve completed it You can set the To Do List to record the date that you complete the To Do item and you can choose to show or hide completed items See To Do Show Options later in this chapter To check off a To Do List item m Tap the check box on the left side of the item Completed To Do item Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items To display the To Do Item Details dialog box 1 Tap the text of the item whose details you want to change 2 Tap Details Page 118 Using Your Basic Applications To Do Item Details Priority EE 2 3 4 5 Category w Unfiled Due Date w No Date Private O Setting a due date You can associate a due date with any To Do List item You can also sort the items that appe
36. a dialog asking if you want to save the e mail item If you tap Yes your handheld saves the item in the Draft folder To save an e mail item as a draft 1 Create an e mail item Chapter 6 Page 155 2 Tap the Menu icon 3 Tap Message and then tap Save Draft To edit an e mail item saved as a draft 1 In the Message list tap Draft from the pick list in the upper right corner 2 Tap the draft you want to display CII 2 Messages Tap here Message 1of2 to select Subj Lunch meeting item ncarter aol com Lunch meeting support isp com Re Welcome 5 Hi Melanie Just wanted to confirm our lunch meeting for 12 30 on Thursday o 3 Tap Edit 4 Enter your changes then either save the e mail item again as a draft or tap Send to move the item to your Outbox folder Filing e mail Your handheld can store e mail you receive or create in the Filed folder The contents of this folder do not automatically synchronize with your desktop E Mail application during a HotSync operation Your handheld however stores a backup copy of the Filed folder on your computer hard disk To file e mail 1 Open an e mail item 2 Tap the Menu icon 3 Tap Message and then tap File 4 Tap No to save the e mail item and move it to the Filed folder or tap Yes to file the item and keep a copy in the Inbox To remove e mail from the Filed folder 1 In the Message list tap Filed from the
37. applications 17 18 Calculator 72 Clock 73 130 Date Book 68 Expense 72 Mail 146 Memo Pad 71 Note Pad 70 To Do List 70 Organizer Lotus PIM 39 Outbox 154 158 Outlook connecting to 14 240 Overlapping events 107 Owner preferences 223 P Palm Desktop software See Desktop software Passwords 52 57 changing 53 creating 52 deleting 53 for network 210 forgotten 56 247 Pasting notes into other applications 70 text 75 Payment Expense item 134 Pen stroke full screen 201 202 Peripheral hardware 9 59 Personal information managers See PIM Phone Lookup 88 89 Phone numbers selecting for Address list 114 selecting types 113 Phone preferences 199 Phone settings for ISP or dial in server 212 214 Pick lists 17 PIM personal information manager using HotSync Manager with 51 using with handheld 14 See also Desktop software Plug in applications 221 Ports IR on handheld 181 Power button 5 PPP 215 PRC application file extension 46 221 Preferences 25 Buttons 200 choosing 45 Connection 209 cradle setting 204 Date and Time 25 Digitizer 203 Formats 203 General 204 HotSync buttons 202 Network 209 222 Owner 223 Phone 199 ShortCuts 224 Web Clipping 200 Primary DNS 217 Printing expense reports from Excel 138 141 records from applications 12 Prioritizing To Do List records 117 121 Priority of delivery e mail 152 Private records displaying and creating 92 94 238 lost with forgotten password
38. bar 6 00 shows eee duration aie bee MEH New Details Go to t Enter event 2 Enter a description of the event You can enter up to 255 characters 3 Ifthe eventis one hour long skip to step 5 If the event is longer or shorter than an hour tap the time of the event to open the Set Time dialog box Jul 24 02 Alsi GE gt Tapin Set Time an event Tip You can also open the Set Time dialog to select a start time by making sure no event is selected and then writing a number on the number side of the Graffiti writing area 4 Do one of the following Tap the time columns on the right side of the Set Time dialog to set the Start Time then tap the End Time box and tap the time columns to set the End Time Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences Page 98 Using Your Basic Applications Start Time Tap to scroll to highlighted earlier hours Set Time Tap to change Tap to automatically hours fill the start and end times Tap to change minutes Tap to scroll to later hours 5 Tap OK 6 Tap a blank area of the screen to deselect the event A vertical line appears next to the time indicating the duration of the event Note If an event has the same start and end time the time is only displayed once To schedule an event for another day 1 Select the date you want for the event by doi
39. between a and z then the character sequence is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed commands as part of the login script when entered in the following format m lt cr gt Sends or receives a carriage return m lt lf gt Sends or receives a line feed For example the string waitfor Joe lt cr gt lt lf gt waits to receive Joe followed by a carriage return and line feed from the remote computer before executing the next command in the script Literal characters The backslash character defines that the next character is transmitted as a literal character and is not subject to any special processing ordinarily associated with that character Appendix D Page 259 Examples a 4 Includes a caret as part of the string mg lt Includes a lt as part of the string a Includes a backslash as part of the string Page 260 Non ASCII Characters for Login Scripts Product Regulatory Information FCC Statement This device complies with part 15 of the FCC rules Operation is subject to the following two conditions 1 This device may not cause harmful interference and 2 this device must accept any interference received including interference th
40. box Tip You can enter acomma in the field to introduce a pause in the dialing sequence Each comma equals a two second pause 8 If the phone line you re using for the handheld has Call Waiting select the Disable call waiting check box to avoid an interruption during the modem HotSync operation 9 If you want to use a calling card to place the call select the check box and enter the calling card number 10 Tap OK Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and or applications synchronize during a modem HotSync operation You can use these settings to minimize the time required to synchronize data with a modem To change the Conduit Setup for a modem HotSync operation 1 Tap the Applications icon O 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options and then tap Conduit Setup 5 Tap the check boxes to deselect the files and applications that you do not want to synchronize during a modem HotSync operation The default setting is to synchronize all files Page 190 Advanced HotSync Operations 6 Conduit Setup Select the conduits to run during Modem HotSync Address Apps R calc R Date Book Expense Rf HardBall HotSync Note Applications that do not have a database such as games do not synchronize even if you select the item in the Conduit Setup dialog box Tap OK P
41. button to perform a soft reset Note With a hard reset the current date and time are retained Formats Preferences and other settings are restored to their factory default settings To restore your data from a Windows computer after a hard reset 1 Click the HotSync icon in the Windows system tray bottom right corner of the taskbar Tip You can also click the HotSync command on the Palm Desktop software menu bar 2 From the HotSync Manager menu choose Custom Page 230 Maintaining Your Handheld Arthur Manzi b2 Conduit Action Synchronize the files Date Book Synchronize the files Address Book Synchronize the files Change To Do List Synchronize the files Memo Pad Synchronize the files Default Expense Synchronize the files Install Enabled Help Install Service Templates Enabled System Handheld overwrites Desktop 3 Select the appropriate user name from the list 4 Select an application in the Conduit list 5 Click Change HotSync Action for Date Book oe Cancel Help g a Desktop overwrites handheld I Setas default Oro C Handheld overwrites desktop O28 C Do nothing 6 Select Desktop overwrites handheld Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the defa
42. confirming a series of chain calculations To display recent calculations 1 Tap the Menu icon 2 Tap Options and then tap Recent Calculations Recent Calculations 86 666667 86 666667 10 833333 3 After you finish reviewing the calculations tap OK Calculator menus Calculator menus are shown here for your reference and Calculator features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Chapter 5 Page 129 Options menus 0 Options Recent Calculations _ I About Calculator About Shows version information for Calculator Calculator Clock Clock makes it easy for you to check the time and date and provides a convenient travel alarm feature See Customizing your handheld in Chapter 1 for details on setting the current date and time for all the applications on your handheld In addition to setting the date and time you can set an alarm to sound during the next 24 hour period To view the time Do one of the following m When your handheld is on tap the Clock icon in the upper left corner of the Graffiti writing area m Tap the Applications icon and then tap the Clock icon 8 To set an alarm 1 Tap the Applications icon 2 Tap the Clock icon G 3 Tap the Alarm box to open the Set Alarm dialog box Set Alarm 3 40 Oct 17 2002 Alarim 4 Tap the t
43. default settings To use a new setting on an ongoing basis click Make Default Thereafter whatever you selected as the default setting is used for HotSync operations 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Close the Conduit Settings window Page 180 Advanced HotSync Operations IR HotSync operations Your handheld is equipped with an infrared IR port that supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association IrDA This means that not only can you beam data to another Palm OS handheld that s equipped with an IR port but you can also beam data to a mobile phone and any other device that supports the COMM implementation of the IrDA standards Most importantly you can use the IR port to perform HotSync operations you don t need your cradle This is especially useful if you travel with an infrared enabled laptop You simply enable infrared communication on your laptop and handheld and follow the steps in Performing an IR HotSync operation later in this section Preparing your computer for infrared communication Before you can perform a HotSync operation using the IR port the computer with which you want to synchronize must fulfill these requirements m Your computer must support the IrCOMM implementation of the IrDA standards m Your computer must have an enabled infrared port that
44. dialog will be hidden If a password is assigned you must gt enter it to show rivate records Curre Chow Records Tap Hide P w Mask Records Records Hide Records Lock amp Turn Off 4 Tap OK to confirm that you want to hide private records To mask all private records 1 Tap the Applications icon 2 Tap Security 3 Tap the Current Privacy pick list and select Mask Records Mask Records i Records marked Private in the details dialog will be masked If a password is assigned you must enter it to show private records how Records Tap Mask v Deas Records Hide Records l Lock amp Turn Off 4 Tap OK to confirm that you want to mask private records To display all private records 1 Do one of the following Tap the Applications icon tap Security then tap the Cur rent Privacy pick list and select Show Records If you do not have a password hidden and masked records be come visible If you have a password the Show Private Records dialog box appears Go to step 2 Chapter 5 Page 93 Password i i Show Private Records i Auto Lock Handheld p i gt D Enter your password to j show private records aie Tap Curre Sere Show w Mask Records Records Hide Records Lock amp Turn Off 2 Enter your password and then tap OK To unmask individual records 1 Tap a masked record 2 Do one of the following If you do not have a password a masked recor
45. handheld When you import data you transfer the Page 24 Introduction to Your Handheld records to your handheld without having to enter them manually See Importing data in Chapter 2 for more information Using an external keyboard You can connect an optional keyboard accessory to the universal connector on your handheld so you can type data directly into your handheld External keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer For additional information about this optional accessory go to the web site http Awww palm com Customizing your handheld You can customize your handheld by using the Preferences application You can enter personal information such as your name and address change the time date and time zone view different date and time formats when you travel turn off sounds the LED indicator and vibrator and configure your handheld to work with a modem or network See Chapter 8 for details To open the Preferences screens 1 Tap the Applications icon O 2 Tap the Preferences icon 3 Tap the category pick list in the upper right corner of the screen 4 Tap the Preferences category you want to view The following procedures for setting the date give you an example of how to customize your handheld You make changes to the date and time in Date and Time preferences To set the date 1 Tap the Set Date box 2
46. handheld contain an online Tips icon in the upper right corner Online tips anticipate questions you have in a dialog box provide shortcuts for using the dialog box or give you other useful information To display an online tip 1 Tap the Tips icon OJ 2 After you review the tip tap Done Keyboard There are three ways to access the onscreen keyboard 1 Tap the dots in the corners of the Graffiti writing area to activate the numbers or letters keyboards 2 The Keyboard command Entering data There are several ways to enter data into your handheld m Using the onscreen keyboard m Using Graffiti writing m Using Note Pad 7 Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard attached to the universal connector Beaming data from another Palm OS handheld that is close by and has an infrared port See Beaming information in Chapter 6 for details Chapter 1 Page 21 Onscreen keyboard When you create or edit a record in an application such as Address Book you can open the onscreen keyboards to enter data O l eo A Tap here for Tap here for numeric alphabetic keyboard keyboard After a keyboard is open you can tap to open any of the other keyboards including the international keyboard See Using the onscreen keyboard in Chapter 2 for more information alelelritlxlulilele tla stat efalhfif
47. have an expansion card properly seated in the expansion card slot the last item in the category pick list will be the name of the expansion card You cannot otherwise categorize applications that reside on an expansion card Address Book contains the QuickList user defined category in which you can store the names addresses and phone numbers you might need in emergencies doctor fire department lawyer etc Expense contains two user defined categories New York and Paris to show how you might sort your expenses according to different business trips Note The illustrations in this section come from Address Book but you can use these procedures in all the applications in which categories are available To move a record into a category 1 Select the record you want to categorize 2 In Address Book only Tap Edit 3 Tap Details 4 Tap the Category pick list to display the list of available categories Address Entry Details Show in List w Work Category business eg Personal Private ouickList Unfiled 5 Select the category for the record 6 Tap OK Note In Address Book Note Pad and Memo Pad you can tap the category name in the upper right corner of the screen and select a new category for the item Chapter 5 Page 83 To display a category of records 1 Tap the category pick list in the upper right corner of the list screen Tap here Abrams Liz 650 454 6121 Abrams Liz Adams
48. how loud the alarm sounds The choices are Low Medium and High About Clock Shows version information for Clock Expense Expense enables you to record the date expense type and the amount that you spent A record in Expense is called an item You can sort your Expense items into categories or add other information that you want to associate with the item To create an Expense item 1 Tap the Applications icon O 2 Tap Expense 3 Tap New Cursor Expense type Tap ney Tip You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense list screen The first number you write begins the amount of your new Expense item Page 132 Using Your Basic Applications 4 Enter the amount of the expense 5 Tap the Expense type pick list and select a type from the list Expense type 20 00 4714 aaia 20 00 reakfast Tap Bus Business Meals Car Rental Dinner Entertainment Incidentals Note As soon as you select an expense type your handheld saves your entry If you do not select an expense type it does not save the entry Tip Another quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense list write the first letter s of the expense type and then write the numerical amount of the Expense item This technique takes advantage of the automatic
49. identify whether your network provides automatic dynamic temporary IP addressing Note If your IP address is permanently assigned you need to get that information from your System Administrator If you are not sure select Automatic Chapter 8 Page 217 To identify dynamic IP addressing m Tap the IP Address check box to select it Details Connection type w PPP Idle timeout w Power Off Query DNS W IP Address w Automatic Tap to select automatic IP address To enter a permanent IP address 1 Tap the IP Address check box to deselect it and display a permanent IP address field below the check box 2 Tap the space to the left of the first period then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Tap and enter the remaining sections of the IP address 4 Tap OK Login scripts A login script is a series of commands that automates logging in to a network server for example your corporate network or your Internet Service Provider ISP A login script is associated with a specific service template created in Network Preferences A login script is something that you are likely to receive from your IS System Administrator if your company has a system in which you log in to the corporate servers from your handheld using a modem or network connection The script is generally prepared by the System Administrator and distributed to users who need it It automates
50. it without the Auto Lock Handheld password p Entering the password the next time you turn on your handheld will unlock it Current Privacy T Lock ap Loc w Show Records and Turn Off 4 Tap Off amp Lock 5 To start your handheld turn it on and then enter the password Recovering from a forgotten password If you forget your password your handheld will display the password hint if you entered one to help you remember the password If you are still unable to remember the password you can delete it from your handheld Deleting a forgotten password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten password your handheld restores your private entries the next time you perform a HotSync operation but it does not restore the password Page 56 Managing Your Applications To delete a forgotten password 1 Tap Lost Password 2 Tap Yes Chapter 3 Page 57 Page 58 Managing Your Applications Chapter 4 Using Expansion Features Your handheld provides an expansion card slot that enables you to add additional software applications and memory You can also use a special kind of expansion card that allows you to back up your data when it is inconvenient to perform a HotSync operation So that you can easily attach and use peripheral hardware devices such as a modem portable keyboard or a Global Positioning Syst
51. on your Windows desktop computer You can read reply to compose and delete e mail on your handheld but to send or receive e mail you must perform a HotSync operation either directly or indirectly Direct methods include placing your handheld in the cradle attached to your computer or using infrared communications Indirect methods include using a modem or using network HotSync technology The key to Mail is that it truly synchronizes the mail in the Inbox of your desktop E Mail application with the mail on your handheld For example if you delete e mail items from Mail your next HotSync operation also deletes the e mail items from your desktop E Mail application so you never have to delete e mail items twice Similarly if you read an e mail item on your handheld and leave it in your Inbox your next HotSync operation marks it as read in your desktop E Mail application Chapter 6 Page 143 In Mail you can do the following m View delete file and reply to incoming mail m Create outgoing e mail items and drafts of e mail items m Create simple or complex filters which allow you to decide the type of e mail that your handheld retrieves from your desktop E mail application m Use your handheld to send and retrieve e mail items from your desktop E Mail application via the cradle or infrared communications Setting up Mail on the desktop Before you use Mail for the first time make sure your desktop E Mail application
52. open Palm Desktop software m Make sure you selected Local USB or Local Serial as appropriate from the HotSync Manager menu m Ifyou are using the serial cradle make sure you selected the correct serial port on the Local tab in the Setup dialog It should be set to the port where you connected the HotSync cradle On a Macintosh try these steps m Make sure HotSync Manager is enabled If it is not double click the HotSync Manager icon in the Palm folder and enable HotSync Manager on the HotSync Controls tab m If you are using the optional serial cradle double click the HotSync Manager icon in the Palm folder and then click the Serial Port Settings tab Make sure Local is selected and that the port selection matches the port where your HotSync cradle is attached Appendix B Page 239 I did a HotSync operation but one of my applications did not synchronize I am using Outlook as my PIM but I cannot do a HotSync operation I cannot launch the HotSync Manager I tried to do a local HotSync operation but it did not complete successfully On a Windows computer click the HotSync Manager and choose Custom Check that the correct conduit is active On a Macintosh double click the HotSync Manager icon From the HotSync menu choose Conduit Settings Select your user name from the User pop up menu and check that the correct conduit is active Click the HotSync Manager and choose Custom Check that t
53. record or screen This enables you to cut or copy all of the text and paste it elsewhere Opens the onscreen keyboard When you finish with the onscreen keyboard tap Done Opens screens that show all the Graffiti character strokes Use this command anytime you forget a stroke for a character Note In Note Pad the Edit menu appears only when the title of a note is selected To edit a note in Note Pad use the eraser tool to remove lines and the pen tool to add lines Deleting records To delete a record 1 Select the record you want to delete 2 Tap the Menu icon 3 Tap Record and then tap the Delete command Date Book Delete Event Address Book Delete Address To Do List Delete Item Note Pad Delete Note Chapter 5 Page 75 Memo Pad Delete Memo Expense Delete Item A confirmation dialog box appears If you want to save a copy of the deleted item to an archive file in Palm Desktop software be sure that the check box is checked If you don t want to save a copy tap the check box to remove the check The archive check box does not appear in Note Pad because you can t archive Note Pad notes 4 Tap OK If you choose to save a copy of the selected item your handheld transfers it to the archive file on your desktop the next time you perform a HotSync operation Other ways to delete records You can also delete records in the following ways m In Date Book Address Book To Do List and Memo Pa
54. software uses to communicate with the modem Select the modem or printer port where you connected the modem cable Activates the modem s speaker If you are having trouble connecting turn on this option to make sure the modem connected to your Macintosh is responding to incoming calls 6 Close the HotSync Software Setup window Page 188 Advanced HotSync Operations Preparing your handheld There are a few steps you must perform to prepare your handheld for a modem HotSync operation To prepare your handheld for a modem HotSync operation I 2 Tap the HotSync icon 3 4 Tap the pick list below the icon and select a modem configuration Tap the Applications icon O Tap Modem Select a modem Palrfvlodern configuration IR to Modem Serial to Modem Note If you need to create a configuration tap the Menu icon and then select Options and Connection Setup See Connection preferences in Chapter 8 for more information Tap the Enter phone field Phone Setup Li Tap here Chapter 7 Page 189 Note If you plan to connect to your company s dial in server network modem instead of connecting to a computer modem see Conducting a HotSync operation via a network later in this chapter 6 Enter the telephone number to access the modem connected to your computer 7 If needed enter a dial prefix such as 9 to access an outside line and then tap the Dial Prefix check
55. that you purge records Date Book To Do List If you want to save a copy of the purged records to an archive file on your desktop be sure that the check box is checked If you don t want to save a copy tap the check box to remove the check box 4 Tap OK If you chose to save a copy of the purged records your handheld transfers them to an archive file on your desktop the next time you perform a HotSync operation Note Purging does not happen automatically You must tap the command to make it happen Exchanging and updating data HotSync operations The HotSync process automatically synchronizes that is exchanges and updates data between your handheld and Palm Desktop software Changes you make on your handheld or Palm Desktop software appear in both places after a HotSync operation HotSync technology synchronizes only the needed portions of files thus reducing synchronization time You can synchronize your data either directly or indirectly Direct methods include placing your handheld in the cradle attached to your computer or using infrared communications Indirect methods include using a modem or via a network using the network HotSync technology See Chapter 7 for information about performing HotSync operations via a modem network or IR port Chapter 5 Page 77 Performing a HotSync operation for the first time Windows The first time you synchronize your data you need to enter user information on Pa
56. the events that must take place in order to establish a connection between your handheld and the corporate servers You can create login scripts in two ways m Ina text editor on your desktop computer in which you create a file with the extension PNC which you then install on your handheld using the Install Tool this method is not available to Macintosh users Page 218 Setting Preferences for Your Handheld m Inthe Login Script dialog box on your handheld accessed from the Details dialog box in Network Preferences Login Script a w Send CR w Wait For Host w Send w Wait For User w Send User ID w Send CR w Wait For Password Send Password T End Tap here to see the list of available commands Note You can also use non ASCII and literal characters in your login script See Appendix D for more information Creating a login script on your handheld You can create login scripts by selecting commands from the Command pick list in the Login Script dialog Some commands such as Send require you to supply additional information Those commands have a parameter field so that you can add the necessary data To create a login script 1 Tap Script 2 Tap the End pick list Login Script i w Send CR w Wait For Host Nam w Send w Wait For Us w Send User ID w Send CR w Wait For Password Send Password End Tap here 3 Tap the command you want from the Command list If the comman
57. the Day cell enter the row or column number where all the day information will be placed If the dates are in a row enter the row number If the dates are in a column enter the column number 12 Define whether the Section is in list format This setting appears in the light purple columns 18 19 Listing Format Expense Type YES 8 If the Section will present the data in a list format enter the word yes Otherwise enter the word no The following diagram shows data presented in a list format Category Type Amount Country Payment Type Only if your section is in list format In the Expense Type cell enter the number of the row or column where the expense description will be placed Expense amounts can be entered in several different columns or rows if required by your template Expense type labels must all appear in the same column 13 Enter the row or column numbers for the expense types that appear in the Section These settings appear in the aqua columns 20 48 Expense Types Airfare _ Breakfast Bus Business Meals Car Rental_ Dinner 4 4 4 4 4 4 For these settings simply enter the row or column number for the expense types that you want to appear in the Section Note that you can use a row or column number more than once An example of this would be meals that encompass breakfast lunch dinner and Page 256 Creating a Custom E
58. the handheld can detect exactly which task you want to perform Important Always use the point of the stylus for tapping or making strokes on the handheld screen Never use an actual pen pencil or other sharp object to write on the handheld screen With your handheld turned on you can tap the handheld screen to do many operations such as the following m Open applications m Choose menu commands m Initiate a Find operation to search through applications installed on your handheld for specific text Find operations do not search through applications on expansion cards Select options in dialog boxes Open the onscreen keyboards Just as you can drag the mouse to select text or move objects on your computer you can also drag the stylus to select text You can also use the stylus to drag the slider of any scroll bar Chapter 1 Page 15 Elements of the handheld interface EMME care Options J Menu New Memo ZN bar Delete Merno D Beam Memo BI x Icons Menu bar A set of commands that are specific to the application Not all applications have a menu bar Icons Tap the icons to open applications O menus Calculator amp and to find text anywhere in your data Contrast Tap the Contrast icon to open the Adjust Contrast control dialog box Tap to the left or right of the slider to on some adjust the contrast in small increments or drag the models slider to change th
59. the operating system on your computer They do not reside with your Desktop application and they are not produced by Palm Inc Refer to the documentation that accompanies your desktop computer s operating system for more information Printing the euro Even with operating system support problems may arise while printing documents that contain the euro When a font is present on both the printer and the computer the printer font is used by default to increase printing speed If the printer font does not include the euro a box prints instead of the euro symbol You can work around this problem by sending a bitmap image of the euro to the printer or by not using the printer s built in fonts if allowed Creating or printing an expense report Palm Desktop software makes it quick and easy to view and print your Expense data in a Microsoft Excel spreadsheet To create or print an expense report 1 Perform a HotSync operation to transfer your latest Expense data to your computer 2 Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box Note If you launch Expense from the Start menu instead of Palm Desktop software you must first choose your handheld user name 3 Click the expense category that you want Page 138 Using Your Basic Applications Expense Report x Categories 7 lo All H C Selected Categories Print New Yo Cancel x Click to sel
60. the stroke for the next character you want to write Important You must begin the character strokes in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your handheld does not recognize them as text characters Graffiti tips When using Graffiti writing keep these tips in mind m Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area m To delete characters simply set the insertion point to the right of the character you want to delete and make the backspace stroke a line from right to left in the Graffiti writing area m Write at natural speed Writing too slowly can generate recognition errors m Do not write ona slant Vertical strokes should be parallel to the sides of the Graffiti writing area m Press firmly The Graffiti alphabet a 1 N IBB OO C pp ops g i E RR Chapter 2 Page 31 6 G 7 P vu WV W a Ea a mm Z Tee Same x Space Back Space Carriage Period tap twice Return Va Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters To make capital letters you must first shift to caps just as you press the Shift key on a keyboard and then write the character strokes Note Graffiti writing inclu
61. their factory settings tap Default Pen preferences The Buttons Preferences screen enables you to change the assignment of the full screen pen stroke By default the full screen pen stroke activates Graffiti Help Memo 1 of 1 Unfiled Graffiti JIL IMINOP On VIW gt SUZ ONZISIS El 13 A v Drag to top of screen To change the Pen preferences 1 Tap Pen Select a feature you can access by dragging your pen from the writing area to the top of the screen w Graffiti Help 2 Tap the pick list and select one of the following settings for the full screen pen stroke Backlight Turns on the backlight of your handheld Keyboard Opens the onscreen keyboard for entering text characters Graffiti Help Opens a series of screens that show the complete Graffiti character set Chapter 8 Page 201 Turn Off amp Turns off and locks the handheld You must Lock assign a password to lock the handheld When locked you need to enter the password to use your handheld Beam Data Beams the current record to another Palm OS handheld 3 Tap OK HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional PalmModem accessory Any changes that you make in the HotSync Buttons dialog box become effective immediately you do not have to change to a differen
62. to enter your user name and telephone number If you are creating a new service template you may need to provide additional information to your ISP or dial in server You use the Details dialog box to add additional information to a selected service template To select a connection type 1 Tap the service field 2 Tap Details Chapter 8 Page 215 Details Connection type 7 PPP Select ti P Idle timeout w Power Off SOET eon SYRE Query DNS IP Address M Automatic 3 Tap the Connection type pick list and select one of the following connection types PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Note If you are not sure try PPP if that doesn t work ask your Internet Service Provider or your System Administrator for the correct connection type Idle timeout The Idle timeout setting defines how long your handheld waits before dropping the connection with your ISP or dial in server when you switch out of a TCP IP application To set the Idle timeout 1 Tap the Idle timeout pick list and select one of the following options 1 minute Waits one minute for you to open another application before it drops the connection 2 minutes Waits two minutes 3 minutes Waits three minutes Never Keeps your PPP or SLIP connection until you turn off your handheld or until it times out This option works best with the PalmModem accessory 2 Tap
63. unsent e mail You can make changes to an e mail that has not yet been sent as long as you have not yet performed a HotSync operation When you edit an e mail item your handheld removes the item from the Outbox folder and takes you back to the New Message screen where you can edit the item and resend it save it as a draft or delete it Page 154 Communicating Using Your Handheld To retrieve an e mail item 1 Inthe Message list tap Outbox from the pick list in the upper right corner mary aol com Dinner Plans david palm com Meeting notes Gayle Stoltz Little brother connie wilsont Press Release michael 3cor IR Beaming CII S Msas 3 Unread Inbox Tap here to display folder list 2 Tap the e mail item you want to retrieve ben_adams netc Package sent w Outbox 3 Tap Edit Draft e mail Tap to edit item Message 1 of 1 Subj Package sent I mailed the materials you requested this morning Please contact me if you don t receive them by the end of the week alee Sometimes you may not want to send an e mail item immediately for example you may want to add additional information before sending it Your handheld stores such e mail items in the Draft folder until you are ready to edit them again Note When you re creating or editing an e mail item you can also save the item as a draft by canceling it When you cancel an item your handheld opens
64. using the USB cradle you do not need to adjust the settings on the Serial Port Settings tab for a direct HotSync operation they are automatically set when you perform the first HotSync operation O HotSync Software Setup B HotSync Controls Local Setup Q Modem Setup SS Both Setups Local Setup Serial Port Settings Check for handheld connection using Status Local Se a handhe specified below tup prepares this computer to HotSync with ld in its cradle connected to the serial port Port PaimConnect use 3 Modem Setup ia Speed As fast as possible io Modem U S Robotics Sportster Port PalmConnect USB gt Modem Speaker on off Check for a handheld connection using Select the method you use to synchronize your handheld and your desktop applications Local Setup Synchronizes while your handheld and HotSync cradle are connected to this Macintosh Modem Setup Synchronizes while your handheld communicates to this Macintosh across a telephone line Both Setups Synchronizes using the HotSync cradle or through the modem HotSync Manager monitors both connections for communication from a handheld Note Choosing Both Setups prevents you from using either port for other operations such as printing faxing or AppleTalk networking Chapter 7 Page 175 Local Se
65. 5 Page 91 To sort the Note Pad or Memo list manually tap and drag a memo or note to a new location in the list Note To make the list of your memos appear in Palm Desktop software as you manually sorted it on your handheld open Memo Pad in Palm Desktop software and click List by Then select Order on handheld Making records private In most applications except Note Pad Expense and Mail you can make individual records private Private records remain visible and accessible however until you select the Security setting to hide or mask all private records See Security in Chapter 3 for more information Hiding or masking private records You can hide or mask all records that you mark as private Masked records appear as grey placeholders in the same position they would appear if they were not masked and are marked with a lock icon Hidden records disappear completely from the screen If you define a password for your handheld you must enter it to display private records Abrams Liz 650 454 6121 Bertolli Marcus 213 422 1363 Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 Bri 213 343 9801 To hide all private records 1 Tap the Applications icon O 2 Tap Security Page 92 Using Your Basic Applications 3 Tap the Current Privacy pick list and select Hide Records Hide Records i Password Records marked Private in the details Auto Lock Handheld
66. 56 See also Security Profiles 196 Punctuation marks Graffiti writing 34 onscreen keyboard 38 Purging deleted e mail 157 158 records 76 77 See also Deleting Page 272 Index Q Quattro Pro for expense reports 257 Range of times in Day view 111 Reading e mail on handheld 146 Receipts recording in Expense 134 Receiving data See Beaming information Recharging the battery 11 204 Records Address Book 111 beaming 167 168 choosing categories 82 creating 73 Date Book 97 defined 73 deleting 75 104 displaying a category of 84 editing 73 75 Expense 132 fonts 95 hiding private 52 92 lost 238 masking private 52 92 Memo Pad 125 notes for 94 95 number of 248 private 92 94 purging 76 77 sorting 90 92 To Do List 117 unmasking individual 94 Recovering deleted e mail 157 filed mail 156 Reminder lists 96 Removing applications 50 Desktop software 51 Renaming categories 85 Repeating events deleting from Date Book 76 scheduling 103 Replying to e mail 149 Rescheduling events 101 Resetting handheld hard reset 230 235 location of reset button 8 229 soft reset 229 Restoring data Macintosh 232 Retrieving e mail See Filters for e mail S Saving data 43 73 76 draft e mail 155 Scheduling events 97 101 Screen backlight 5 blank 235 calibrating 15 203 caring for 227 touching with your finger 6 Scroll bar 17 button 6 SD card 3 See also Expansion Card Searching See Finding
67. B port or if you are using Windows 95 Windows NT or an older Macintosh you can order a serial cradle and a 25 pin serial adapter if necessary from http www palm com Follow the documentation that accompanies the serial cradle before attempting to complete the installation tasks 1 Shut down and turn off your computer 2 Plug the USB connector into a USB port on your computer 3 Connect the power cord that attaches to the back of the cradle s USB port connector to the AC adapter cord Page 10 Introduction to Your Handheld 4 Plug the AC adapter into any AC current outlet Charging your handheld Your handheld contains a Lithium ion polymer battery that is recharged each time you place the handheld in the cradle Just place your handheld in the cradle for two hours for an initial charge before you use it Then place it in the cradle for a few minutes each day to recharge the battery to full capacity If the battery gets low your handheld displays a warning message If this occurs perform a HotSync operation and then recharge the battery as soon as possible If your handheld shuts down you still have about a week to recharge the battery before you lose the data on your handheld Chapter 1 Page 11 Palm Desktop software Palm Desktop software extends many of the functions of your handheld to your computer and serves to back up all your data Viewing and editing your data using Palm Desktop software is
68. Custom dialog lick OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 C lick Done to activate your settings To customize HotSync application settings on a Macintosh 1 Double click the Palm Desktop icon in the Palm folder 2 From the HotSync menu choose Conduit Settings Chapter 7 Page 179 a Conduit Setting HE User Handheld User 9 Conduit Settings Last HotSync Next HotSync Action amp Address Book 3 30 00 10 34 AM Synchronize amp Backup 3 30 00 10 34 AM Backup amp Date Book 3 30 00 10 34 AM Synchronize amp Install 3 30 00 10 34 AM Install files amp Memo Pad 3 30 00 10 34 AM Synchronize amp NotePad 3 30 00 10 34 AM Synchronize amp To Do List 3 30 00 10 34 AM Synchronize 3 From the User pop up menu select the appropriate user name 4 Select an application in the Conduit list 5 Click Conduit Settings Settings HotSync action for Address Book Gs synchronize the files QO 1 Q Macintosh overwrites handheld QS Q Handheld overwrites Macintosh Ou Q Do nothing Default setting Synchronize the files Cx 6 Click the direction in which you want to write data or click Do Nothing to skip data transfer for an application Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their
69. E Retrieve All High Priority w Ignore Messages Containing Tap Done to return to COK Cancel Truncate HotSyn Options 4 Tap Done to return to the HotSync Options dialog box 5 Tap OK High priority e mail The Retrieve All High Priority setting lets you retrieve e mail items marked high priority even if those items would have been blocked by a defined filter To retrieve high priority e mail items 1 Tap the Filter box in the HotSync Options dialog box Page 164 Communicating Using Your Handheld 2 Tap the Retrieve All High Priority check box to select it HotSync Options Li Settings for w Local HotSync Tap All Send only MAKA check M Retrieve All High Priority box w Ignore Messages Containing 3 Tap OK Note This setting is applicable only if your E Mail application has the capacity to flag high priority e mail items Truncating e mail items The Truncate feature lets you set a point at which long e mail items truncate when downloading to your handheld By default this Truncate value is 4 000 characters By truncating long messages you reduce the time it takes to synchronize your desktop E Mail and Mail as well as the amount of storage space e mail uses on your handheld Note Truncation is separate and independent from filtering To truncate e mail items 1 Tap Truncate in the HotSync Options dialog box HotSync Options Li Tap to Settings for w Local HotSync select
70. Handbook for Palm m500 Series Handhelds Page ii Handbook for Palm m500 Series Handhelds Copyright Copyright 1998 2001 Palm or its subsidiaries All rights reserved Graffiti HotSync PalmConnect and Palm OS are registered trademarks and the HotSync logo Palm PalmModem and the Palm logo are trademarks of Palm Inc or its subsidiaries Other product and brand names may be trademarks or registered trademarks of their respective owners Disclaimer and Limitation of Liability Palm Inc and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook Palm Inc and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software Palm Inc and its subsidiaries assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction dead battery or repairs Be sure to make backup copies of all important data on other media to protect against data loss Important Please read the End User Software License Agreement with this product be fore using the accompanying software program s Using any part of the software indi cates that you accept the terms of the End User Software License Agreement HotSync Cradle and Adapters and Software Download Available The HotSync cradle supplied with your handheld fits a USB connector If you do not have a USB port available on your computer y
71. ISP or dial in server In addition you can also define a prefix disable Call Waiting and give special instructions for using a calling card Note The Phone Setup dialog box works correctly for AT amp T and Sprint long distance services However because MCI works differently MCI customers need to put the calling card number in the Phone field and the phone number in the Use calling card field To enter your server phone number 1 Tap the Phone field 2 Enter the phone number for your ISP or dial in server Phone Setup i Enter your ISP phone number here O Dial prefis sin 3 If you need to enter a prefix or disable Call Waiting skip to those procedures Otherwise tap OK Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line For example many offices require that you dial 9 to dial a number outside the building To enter a prefix 1 Tap the Dial Prefix check box to select it Page 212 Setting Preferences for Your Handheld Phone Setup Phone Select this box if you Enter your need to use prefix here a prefix 2 Enter the prefix 3 Tap OK Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected If your telephone has Call Waiting you need to disable this feature before logging into your ISP or dial in server To disable Call Waiting 1 Tap the Disable call waiting
72. Manager for infrared communication on a Macintosh 1 Double click the HotSync Manager icon in the Palm folder 2 In the HotSync Controls tab select Enabled 3 4 Under Check for handheld connection using select Local Setup Click the Serial Port Settings tab Chapter 7 Page 183 5 Under Local Setup select Infrared Port from the Port pop up menu SS HotSync Software Setup HotSync Controls Serial Port Settings Check for handheld connection using Local Setup Status GE Local Setup prepares this computer to HotSyne with Q Modem Setup ahandheld in its cradle connected to the serial port je Both Setups specified below Local Setup JD Speed _As fast as possible Port infrared Port s Modem Setup Modem U S Robotics Sportster Port PaimConnect USE gt lo Modem Speaker on orr 6 Close the HotSync Software Setup window Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation it is easy to perform the actual operation To perform an IR HotSync operation 1 Inthe Applications Launcher tap the HotSync icon 2 Tap Local 3 Tap the pick list below the HotSync icon and select IR to a PC Handheld 4 Position the IR port of your handheld within a couple of inches of the infrared port of your computer 5 Tap the HotSync icon to start the IR HotSync operation g
73. OK Page 216 Setting Preferences for Your Handheld Defining primary and secondary DNS The Domain Naming System DNS is a mechanism in the Internet for translating the names of host computers into IP addresses When you enter a DNS number or IP address you are identifying a specific server that handles the translation services Each IP address has four sections separated by periods In the Details dialog box you enter each section separately Each section of an IP address is made up of a number from 0 to 255 numbers are the only allowable characters in this field Ask your Internet Service Provider or System Administrator for the correct Primary or Secondary DNS IP numbers Tip Many systems do not require that you enter a DNS If you are not sure leave the DNS field blank To enter a primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the space to the left of the first period in the Primary DNS field and then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 Repeat steps 2 and 3 for the Secondary DNS number 5 Tap OK IP address Everyone who logs on to the Internet needs to have a unique identifier an IP address whether permanent or temporary Some networks dynamically assign a temporary IP address when clients log in The IP Address field lets you
74. Progress dialog box reappears and synchroniza tion begins HotSync Progress Status Synchronizing Memo Pad User Arthur Manzi a O O 5 Wait fora message on your handheld indicating that the process is complete After the HotSync process is complete you can remove your handheld from the cradle Tip Gently rock your handheld forward in the cradle and then lift it to remove Categorizing records Categorize records in the Address Book To Do List Note Pad Memo Pad and Expense applications so that they are grouped logically and are easy to review You can also categorize applications See Using the Applications Launcher in Chapter 3 for more information When you create a record your handheld automatically places it in the category that is currently displayed If the category is All your handheld assigns it to the Unfiled category You can leave an entry as Unfiled or assign it to a category at any time System defined and user defined categories By default your handheld includes system defined categories such as All and Unfiled and user defined categories such as Business and Personal You cannot modify the system defined categories but you can rename and delete the user defined categories In addition you can create your own user defined categories You can have a maximum of 15 user defined categories in each application Page 82 Using Your Basic Applications Note When you
75. Secondary DNS 217 Secure Digital card 3 See also Expansion Card Security 52 57 changing password 53 deleting password 53 displaying owner s name 223 forgotten password 56 private records 92 94 setting a password hint 52 unmasking individual records 94 Selecting date for event 99 e mail to be synchronized See Filters for e mail 161 phone numbers in Address Book 113 text 74 75 Sending data See Beaming information Index Page 273 e mail 147 149 154 Serial port 173 176 177 186 188 Service selecting for network 209 templates 215 221 Settings See Preferences ShortCuts backing up 178 managing 224 225 menu commands 20 predefined 37 using 37 Showing dates in Mail list 158 Signature for e mail 153 154 Soft reset 229 Sorting applications 44 e mail items 159 records 90 92 238 Sounds See Alarm and System sounds Starting applications 18 Storing e mail 156 Stylus dragging with 15 inserting in a side channel 8 pen stroke to activate a feature 201 tapping with 15 writing with 8 29 Sunday to start week 204 Symbols for currency 135 in Graffiti writing 35 Synchronizing data See HotSync System conduit 178 requirements for Desktop software 4 sounds 205 T Tab delimited files importing data from 39 Tapping 15 237 TCP IP 209 222 TDA To Do List archive file 39 Technical Support 233 248 Templates for expense reports 139 Text copying 75 cutting 75 entry See Entering da
76. Software Setup window m You may need to select a different Modem type or enter a Custom setup string on the Serial Port Settings tab Most modems have a setup string that causes them to send initial connection sounds to a speaker You can turn on the Modem Speaker option and use these sounds to check the modem connection m Make sure you are not running another program such as America Online fax or telephony software or AppleTalk networking that uses the serial port you selected in the Serial Port Settings tab m Make sure your modem resets before you try again Turn off your modem wait a minute then turn it back on Check the following on your handheld m Confirm that the telephone cable is securely attached to your modem m Make sure the dialing instruction dials the correct phone number m Ifyouneed to dial an outside line prefix make sure you selected the Dial Prefix option on your handheld and entered the correct code Appendix B Page 243 Itried todoamodem HotSync operation but it did not complete successfully continued I can t perform an IR HotSync operation If the telephone line you are using has Call Waiting make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your handheld and entered the correct code Make sure the telephone line you are using is not noisy which can interrupt communications Check the batteries in your modem and re
77. a direct HotSync operation General Local Modem Network Serial Port z Speed As Fast As Possible ad Page 172 Advanced HotSync Operations Serial Port Identifies the port that HotSync Manager uses to communicate with the cradle The Palm Desktop installation software automatically detects the port to which you connected the cradle If necessary you can change the port selection Note Your handheld cannot share this port with an internal modem or other device Speed Determines the speed at which data is transferred between your handheld and Palm Desktop software Try the As Fast As Possible rate first and adjust downward if you experience problems This setting allows Palm Desktop software and your handheld to find and use the fastest speed 5 Click the Modem tab to display the modem settings and adjust the options as needed See Conducting a HotSync operation via modem later in this chapter for more information 6 If you are attached to a network click the Network tab to display the network settings and adjust the options as needed See Conducting a HotSync operation via a network later in this chapter for more information 7 Click OK Chapter 7 Page 173 To set the HotSync options on a Macintosh 1 Double click the HotSync Manager icon in the Palm folder 2 Click the HotSync Controls tab and select any of the following options O HotSync Software Setup E HotSy
78. adsheet See Transferring your data to Microsoft Excel later in this chapter for more information Enables you to choose the type of currency used to pay the Expense item The default currency unit is defined in the Preferences dialog box You can also display up to four other common types of currency See Customizing the Currency pick list later in this chapter for more information Page 134 Using Your Basic Applications Vendor and Lets you record the name of the vendor City usually a company associated with the expense and the city where the expense was incurred For example a business lunch might be at Rosie s Cafe Vendor in San Francisco City Attendees See Looking up names to add to expense records earlier in this chapter 4 Tap OK Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list To customize the Currency pick list 1 Tap the Currency pick list in the Receipt Details dialog box and then select Edit currencies Receipt Details Select Currencies Category w Unfiled Select the currencies that Type Lunch display in currency list Payment w Unfiled Currency 1 w United States Currency 2 w EU Euro Currency 3 w United Kingdom City Tap Edit Currency 4 w Germany Attendees Edit currencies currencies Currency 5 w None 2 Tap each Currency pick list and select the country whose currency you want t
79. ag the stylus below the title area and then lift it to redisplay the date Note You can also tap the Clock icon in the upper left corner of the Graffiti writing area to display the time for a few seconds Working in Week View Week View shows the calendar of your events for an entire week This view lets you quickly review your appointments and available time slots In addition the graphical display helps you spot overlaps and conflicts in your schedule Chapter 5 Page 105 To display the Week View 1 Tap the Week View button ee ee eee Week View 2 Tap the navigation controls to move forward or backward a week at a time or tap on a column to display details of an event Note The Week View also shows untimed events and events that are before and after the range of times shown Previous Next week week Tap for that day Bar indicates earlier event Dot indicates untimed event Bar indicates later event Tap to show event details Tips for using Week View Keep the following points in mind m To reschedule an event tap and drag the event to a different time or day m Tap ablank time on any day to move to that day and have the time selected for a new event Page 106 Using Your Basic Applications m Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event m The Week View shows the time span defined by the Start Time and E
80. age 102 Using Your Basic Applications chapter for details For example you set an alarm for an untimed event that occurs on February 4th If the alarm is set for 5 minutes the reminder message appears at 11 55 PM on the night of February 3rd The reminder remains in the reminder list until you turn on your handheld and dismiss it Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days A birthday is a good example of an event that repeats annually Another example is a weekly guitar lesson that falls on the same day of the week and the same time of day A business trip or a vacation is an example of a continuous event To schedule a repeating or continuous event 1 Tap the event 2 Tap Details 3 Tap the Repeat box to open the Change Repeat dialog box Change Repeat Li Event Details ERE Doy Week Month Year Tap one of the above buttons to set arepeat interval Tap the i Repeat p box 4 Tap Day Week Month or Year to set how often event repeats For a continuous event tap Day 5 Enter a number that corresponds to how often you want the event to repeat on the Every line For example if you select Month and enter the number 2 the event repeats every other month 6 To specify an end date for the repeating or continuous event tap the End on pick list and tap Choose D
81. and remember the password If this does not help or if you do not have a password hint you can use Security to delete the password but your handheld deletes all entries marked as private However if you perform a HotSync operation before you delete the password the HotSync process backs up all entries whether or not they are marked private Then you can follow these steps to restore your private entries 1 Use the Palm Desktop software and the cradle or infrared communi cation to synchronize your data 2 Tap Forgotten Password in Securi ty to remove the password and de lete all private records 3 Perform a HotSync operation to synchronize your data and restore the private records by transferring them from your computer to your handheld Appendix B Page 247 Iforgotthe password m First use the password hint to try and and my handheld is remember the password If this does not locked help or if you do not have a password hint you must perform a hard reset to continue using your handheld See Performing a hard reset in Appendix A for more information Technical support If after reviewing the sources listed at the beginning of this appendix you cannot solve your problem contact your regional technical support office by e mail phone or fax Before requesting support please experiment a bit to reproduce and isolate the problem When you do contact support please be ready to provide the following
82. ar in the list based on their due date To set a due date for a To Do List item 1 In the Details dialog box tap No Date to open the Due Date pick list To Do Item Details Priority E 2 3 4 5 Category w Unfiled Due Date w No Date Tap here Private O 2 Tap the date that you want to assign the item Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the current date No Date Removes the due date from the item Choose date Opens the date selector where you can choose any date that you want for the item 3 Tap OK Tip If you turn on the Show Due Dates option in the To Do Show options dialog you can tap directly on the due date in the To Do List to open the pick list shown in step 2 Chapter 5 Page 119 To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List and To Do items in Date Book Agenda view To change the Show Options settings 1 InTo Do List tap Show To Do Preferences Li Sortby w Priority Due Date X Show Completed Items O Show Only Due Items O Record Completion Date O Show Due Dates amp Show Priorities O Show Categories 2 Select any of the following settings Show Displays your completed items in the To Do Completed List If you turn off this setting your To Do Items items disappear from the list when you complete check them Items tha
83. at may cause undesired operation Note This equipment has been tested and found to comply with the limits for a Class B digital device pursuant to Part 15 of the FCC rules These limits are designed to provide reasonable protection against harmful interference in a residential installation This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does cause harmful interference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Em Reorient or relocate the receiving antenna E Increase the separation between the equipment and receiver E Connect the equipment into an outlet on a circuit different from that to which the receiver is connected m Consult the dealer or an experienced radio TV technician for help The use of shielded I O cables is required when connecting this equipment to any and all optional peripheral or host devices Failure to do so may violate FCC rules Caution Changes or modifications not covered in this manual must be approved in writing by the manufacturer s Regulatory Engineering Department Changes or modifications made without
84. ate Use the date picker to select an end date Chapter 5 Page 103 7 Tap OK After you schedule a repeating or continuous event this icon kh appears to the far right of the event Changing repeating or continuous events When you make changes to a repeating or continuous event such as deleting or adding notes or changing the time of an event you can decide which of the events you want to change all events in the series just the current event or the current and future events To delete repeating events 1 Select the record you want to delete 2 Tap the Menu icon 3 Tap Record and then tap Delete Event 4 Do one of the following Repeating Event Apply the changes to the Current record this amp all Future records All occurrences Cancel Tap Current to delete only the current event item Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date Tap All to delete all occurrences of the repeating event 5 Tap OK Considerations for repeating or continuous events Keep the following points in mind m If you change the start date of a repeating event your handheld calculates the number of days you moved the event Your handheld then automatically changes the end date to maintain the duration of the repeating event m If you change the repeat interval e g daily to weekly of a repeating event past occurren
85. ation In general this filter downloads more e mail during synchronization because it blocks only one defined subset of e mail Page 162 Communicating Using Your Handheld Retrieve Tells your handheld to include only the Only Msgs e mail items that meet the criteria you Containing define and to ignore all other e mail items during synchronization This filter has the potential to block more e mail during synchronization because it downloads only one subset of e mail Defining filter strings E mail items are filtered based on the information contained in their To From and Subj fields The information that defines what your handheld is looking for is called a filter string You create a filter string by listing the words you want your handheld to find and separating them with either a comma or a space Each word in the filter string is joined by an implicit OR so you do not need to enter logical connectors like AND or OR To create a more complex filter you can define filter strings for the To From and Subj fields simultaneously Your handheld joins the filter strings for these fields using an implicit AND once again you do not need to add the logical connector Your handheld does that for you For example suppose you want to receive only e mail items from John Smith jsmith aol com or Jack Jones jjones aol com concerning the Apollo Project You would create the following filter strings In the To field jsmith ao
86. ause the structure and behavior of all the applications are quite similar m Application specific tasks is organized by application and gives instructions on how to do tasks that are specific to each application Overview of basic applications Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date In Date Book you can do the following m Enter a description of your appointment and assign it to a specific time and date m Display a chart of your appointments for an entire week The Week View makes it easy to spot available times and any potential Chapter 5 Page 67 scheduling overlaps or conflicts m Display a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments m Display an agenda showing appointments untimed events and your To Do items for the day Set an alarm to notify you of the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your handheld m Attach notes to individual events for a description or clarification of the entry in your Date Book To open Date Book m Press the Date Book application button on the front panel of your handheld Date Book opens to today s schedule Date Book button Note Press the Date Book application button repeatedly to cycle through the Day Week
87. auses unpredictable results and potentially loss of your personal information Beaming problems Problem Solution Icannotbeamdatato m Confirm that your handheld and the another Palm OS other Palm OS handheld are between handheld ten centimeters approximately 4 and one meter approximately 39 apart and that the path between the two handhelds is clear of obstacles Beaming distance to other Palm OS handhelds may be different m Move your handheld closer to the receiving handheld When someone m Your handheld requires at least twice beams data to my the amount of memory available as the handheld I get a data you are receiving For example if message telling me it you are receiving a 30K application you is out of memory must have at least 60K free m Perform a soft reset See Performing a soft reset in Appendix A for more information Page 246 Frequently Asked Questions Recharging problems Problem When I place my handheld in the cradle the LED indicator does not go on Solution Confirm that your handheld is well seated in the cradle Confirm that your recharger cable is properly connected to the back of the cradle s USB or serial port connector that plugs into your computer Confirm that your recharger is plugged into an AC outlet that has power Password problems Problem I forgot the password and my handheld is not locked Solution First use the password hint to try
88. aying the Address list screen or the Address view screen Record menus EEZ Edit Options Duplicate Address T Record Delete Address Duplicate Address Beam Address Beam Category Beam Business Card Attach Note Address list Delete Note Select Business Card Beam Business Card Address view Duplicate Makes a copy of the current record and displays Address the copy in Address Edit so you can make changes to the copied record The copy has the same category and attached notes as the original record Dial Initiates dialing on an infrared equipped mobile phone by sending the telephone number through the IR port on your handheld to the phone Options menus z Font a F Preferences R Rename Custom Fields Security H About Address Book A Font F Rename Custom Fields About Address Book Address view Address list Chapter 5 Page 115 Preferences Rename Custom Fields About Address Book Preferences O Remember Last Category O Enable Tap Dialing List By Last Name First Name Company Last Name m Remember last category Determines how Address Book appears when you return to it from another application If you select this check box Address Book shows the last category you selected If you clear it Address Book displays the All category m Enable Tap Dialing Allows automatic dialing by tapping on a telephone number in Address Book Yo
89. ces prior to the day on which you change the setting are not changed and your handheld creates a new repeating event Page 104 Using Your Basic Applications m Ifyou change the date of an occurrence of a repeating event e g from January 14th to January 15th and apply the change to all occurrences the new date becomes the start date of the repeating event Your handheld adjusts the end date to maintain the duration of the event If you apply the change to current and future occurrences past occurrences are not changed m Ifyou change other repeat settings e g time alarm private of a repeating event and apply the change to all occurrences your handheld creates a new event The start date of this new event is the day on which the setting is changed m Ifyou apply a change to a single occurrence of a repeating event e g time that occurrence no longer shows the Repeat icon 4 Changing the Date Book view In addition to displaying the time list for a specific day you can also display a whole week a month or an agenda You can also display the current time To cycle through Day Week Month and Agenda views m Press the Date Book application button repeatedly to display the next view m Tap on the appropriate view icon in the lower left corner of Date Book To display the current time 1 Tap and hold the stylus on the date bar to display the current time p aP and hold the date Current time displays 2 Dr
90. check box to select it Phone Setup Li Select this box if you need to Enter your disable disable Call code here Waiting 2 Enter the code to disable Call Waiting on the Disable call waiting line Note Each telephone company assigns a code to disable Call Waiting Contact your local telephone company for the code that is appropriate for you 3 Tap OK Chapter 8 Page 213 Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server Keep in mind that there is usually a delay before you enter your calling card number When you define your calling card number you need to add commas at the beginning to compensate for this delay Each comma delays transmission of your calling card number for two seconds To use a calling card 1 Tap the Use calling card check box to select it Phone Setup i Phone O Dial prefix esos Select this O Disable call waiting 1170 Enter your calling card number here box to use a O Use calling card calling card E A ER 2 Enter your calling card number on the Use calling card line Note It s a good idea to add at least three commas before your calling card number to compensate for the cue delay 3 Tap OK Connecting to your service After you set your Connection and Network Preferences establishing a connection to your Internet Service Provider ISP or your company s network dial in
91. chronize more than one handheld to the same user name The HotSync Progress dialog box appears and synchronization begins HotSync Progress Status Synchronizing Address Book User marguerite aw 4 Wait for a message on your handheld indicating that the process is complete After the HotSync process is complete you can remove your handheld from the cradle Tip Gently rock your handheld forward in the cradle and then lift it to remove Chapter 5 Page 79 Performing a HotSync operation for the first time Macintosh When you installed Palm Desktop software you entered a user name This user name is the connection between your handheld and your Macintosh The first time you perform a HotSync operation the Palm Desktop software m Adds a user name to your handheld m Creates a folder for the user name in the Users folder inside the Palm folder For example if you entered Jane Garcia as your user name a folder called Jane Garcia is created in the Users folder Oo Palm AB vv Gl Users 7 Jane Garcia C Conduit Data Conduit Settings Files to Install C HotSync Log m Creates a file named User Data in your user name folder Note User names appear in the User pop up on the right side of the toolbar You can change users by selecting a new name in the pop up menu Each subsequent time you perform a HotSync operation HotSync Manager reads the user name from your handheld a
92. cyjne baterie litowe mog wybuchn je eli nie s odpowiednio umieszczone w komputerze MNN AND2 XD NML NDN NX Y9 NN OX Myyignn NIDY K MSN NLN DANN ANT IX ANT YTD DNDN NA TYND w NSA Mann DXNN MyMwn MIND TIYDI w Product Regulatory Information Page 263 Page 264 Product Regulatory Information Index A ABA Address Book archive file 39 Accented characters Graffiti writing 35 onscreen keyboard 38 Add on applications 46 51 Address Book If Found Call entry 113 adding custom fields 116 archive files aba 39 business card for beaming 167 categorizing records 83 conduit for synchronizing 178 creating records 73 111 113 deleting records 75 dialing 115 displaying category 116 displaying data in the Address list 114 finding records 86 87 fonts 95 menus 115 notes for records 94 95 opening 69 overview 68 private records 94 sorting records 91 Agenda Date Book view 108 Alarm beaming 167 168 Calculator 71 categories 43 44 Clock 72 Date Book 67 Expense 72 font style 96 installing 46 50 Launcher 17 18 43 45 Memo Pad 71 Note Pad 70 opening 18 plug in 221 preferences for 45 removing 50 security 52 size in kilobytes 248 To Do List 69 version of 248 viewing as icons 44 viewing as list 44 See also Add on applications Archive files importing data from 39 for main applications 39 saving deleted records 76 saving purged records 77 Automatic fill in Expense 142 Auto off dela
93. d open the Details dialog box for the record tap Delete and then tap OK In Note Pad open the note you want to delete and then tap Delete Delete the text of the record Note In Date Book you can choose to delete the text of the current repeating event current and future events or all instances of that event Purging records Over time as you use Date Book To Do List and Expense you ll accumulate records in these applications that have outlived their usefulness For example events that occurred months ago remain in the Date Book and To Do List items that you marked as completed remain in the list as do Expense items All these outdated records take up memory on your handheld so it s a good idea to remove them by using Purge If you think Date Book or To Do List records might prove useful later you can purge them from your handheld and save them in an archive file on your computer Purging is also available in Mail See Chapter 6 for more information Purging is not available in Address Book Note Pad or Memo Pad you must delete outdated records manually from these applications Page 76 Using Your Basic Applications To purge records 1 Open the application 2 Tap the Menu icon 3 Tap Record and then tap Purge A confirmation dialog box appears Date Book Tap the pick list and select how old a record must be to be purged Purge deletes repeating events if the last of the se ries ends before the date
94. d becomes visi ble If you have a password the Show Private Records dialog box appears Go to step 3 3 Enter your password and then tap OK To make a record private 1 Display the entry that you want to make private 2 Tap Details 3 Tap the Private check box to select it 4 Tap OK Attaching notes In applications except Memo Pad and Note Pad you can attach a note to a record A note can be up to several thousand characters long For example for an appointment in Date Book you can attach a note with directions to the location To attach a note to a record 1 Display the entry to which you want to add a note 2 In Address Book only Tap Edit 3 Tap Details 4 Tap Note 5 Enter your note Page 94 Using Your Basic Applications 6 Tap Done A small note icon appears at the right side of any item that has a note Note icon To review or edit a note 1 Tap the Note icon D To delete a note 1 Tap the Note icon D 2 Tap Delete 3 Tap Yes Choosing fonts In all basic applications except Expense you can change the font style to make text easier to read You can choose a different font style for each application Unfiled Unfiled Small font TUnfiled Large font 11 22 Meeting Minutes Bold font pe g marketsin the Chapter 5 Page 95 To change the font style 1 Open an application 2 Tap the Menu icon 3 Tap Options a
95. d requires additional information a field appears to the right of it for you to enter the information The following commands are available Chapter 8 Page 219 Wait For Wait For Prompt Send Send CR Send User ID Send Password Delay Get IP Prompt End Tells your handheld to wait for specific characters from the TCP IP server before executing the next command Detects a challenge response prompt coming from the server and then displays the dynamically generated challenge value You then enter the challenge value into your token card which in turn generates a response value for you to enter on your handheld This command takes two arguments separated by a vertical bar on the input line Transmits specific characters to the TCP IP server to which you are connecting Transmits a carriage return or LF character to the TCP IP server to which you are connecting Transmits the User ID information entered in the User ID field of the Network Preferences screen Transmits the password entered in the Password field of the Network Preferences screen If you did not enter a password this command prompts you to enter one The Password command is usually followed by a Send CR command Tells your handheld to wait a specific number of seconds before executing the next command in the login script Reads an IP address and uses it as the IP address for your handheld This command is used with SLIP connectio
96. d the same data can be repeated in any Section m On the printed copy identify the type of Labels that apply to each Section Each Section can have only one kind of Fixed or Variable Label for rows Likewise each Section can have only one kind of Fixed or Variable Label for columns m Placeacopy of your custom Expense Report in the Template folder in the Palm Desktop software directory Change the file name so it has the file extension xlt which defines it as a Microsoft Excel template Make a note of the exact file name so it can be defined in the mapping table file Programming the mapping table Once you have analyzed the components of your custom Expense Report you can program the mapping table to fill the report with data from the handheld To program a new custom mapping table 1 Open a copy of the Maptable xls file in Microsoft Excel Note This file is located in the same folder as the Palm Desktop software application Make a backup copy of this file before you make your modifications 2 Mapping a new template Scroll to where you find the name of the original template that you chose for your modifications The name of the template will appear in column B of the Maptable xls file next to the cell highlighted in green that reads Template Name If you did not modify an existing template move to any table in the Maptable xls file 3 Select all the rows associated with the template name To select the rows cl
97. d to switch to another application Your handheld automatically saves your work in the current application and displays it when you return to that application You can also switch between applications on your handheld and applications on expansion cards See Switching between your handheld and an expansion card in Chapter 4 for details Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher You can assign an application to a category and then display a single category or all your applications Chapter 3 Page 43 To categorize an application 1 Tap the Applications icon O 2 Tap the Menu icon 3 Tap App and then tap Category 4 Tap the pick list next to each application to select a category Category Address w Main Calc w Main Card Info w System Clock w Main Date Book w Main Expense w Main w System w Main Main Main Tip To create a new category tap Edit Categories from the pick list Tap New enter the category name and then tap OK to add the category Tap OK 5 Tap Done To display applications by category 1 Tap the Applications icon O 2 Do one of the following Tap the Applications icon repeatedly to cycle through all your categories Tap the pick list in the upper right corner of the screen and select the category you want to display Changing the Applications Launcher display By default the
98. des a feature that automatically capitalizes the first letter when you create a new sentence or a new record by tapping New or a blank line To draw the first letter of a word as a capital letter m Use the Caps Shift stroke Caps Shift Page 32 Entering Data in Your Handheld Tip When Caps Shift is active an up arrow symbol appears in the lower right corner of the handheld screen If you accidentally activate Caps Shift backspace will cancel it t To enter only capital letters Caps Lock Caps Shift m Use the Caps Lock stroke Caps Lock Tip i When Caps Lock is active an underlined up arrow symbol appears in the lower right corner of the handheld screen To return to lowercase make the Caps Shift stroke 4 caps Lock Writing numbers Writing numbers with Graffiti writing is similar to writing letters of the alphabet except that you make the character strokes on the right hand side numbers side of the Graffiti writing area Graffiti numbers cool 55 7 TEE T 9 gt 6B J 7 Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard All punctuation marks begin with a single tap on the Graffiti writing area When you make this tap you activate Punctuation Shift and a dot appears to show it is active The next stroke you make with the st
99. dheld Filter During synchronization all e mail items in your handheld Outbox are sent to your desktop E Mail application and items in your desktop E Mail Inbox that meet specific criteria download to your handheld When you select the Filter setting the HotSync Options dialog box opens and displays additional filter settings See Creating special filters later in this chapter Unread During synchronization only unread e mail items download to your handheld from your desktop E Mail Inbox and all items in your handheld Outbox are sent to your desktop E Mail application The All setting does not mean that all information included in each e mail item downloads to your handheld Truncation settings explained in a following section for long e mail items still apply Also Mail never downloads any attachments to your handheld The e mail item and any text information appear but the attachment is left in your desktop E Mail application 5 If you selected All Send only or Unread tap OK If you selected Filter continue to the next section Creating special filters You can create special filters to control the type of e mail items that download to your handheld during synchronization Special filters work on the premise of ignoring or retrieving items that contain specific information in their header fields To create a special filter you must decide whether you want to ignore or retrieve certain e mail items Then based on
100. e check box for that field 9 Click OK The imported data is highlighted in the application 10 To add the imported data to your handheld perform a HotSync operation See Palm Desktop online Help for more information on importing and exporting data Importing data from a Macintosh Palm Desktop software can import data from any of the following applications when you export the data in the appropriate file format m Address Book Plus text file m Claris Organizer Palm Desktop software can open these files directly ClarisWorks save under new name as ASCII text file DateBook Pro text file DayMaker text file Dynodex text file FileMaker Pro tab separated text file Meeting Maker text file Newton running OS 1 0 with Newton Connection Kit Names Date Book Calendar and Notepad text file Now Contact text file Now Up to Date text file QuickDex text file TouchBase Pro text file Page 40 Entering Data in Your Handheld To import data from a Macintosh 1 Open Palm Desktop software 2 From the File menu choose Import 3 Select the file you want to import 4 5 Click Open If you want to change the order of the fields you re importing point to a field wait for the cursor to change to a double arrow and then drag the field to a new location If you do not want to import a field click the arrow between the field names 7 From the Fields pop up menu choose the appropr
101. e containing an IR port Some IR phones contain modems Editing connections The following example shows you how to edit the IR to Phone connection to adjust the communication speed you can similarly edit other connections or settings You can use the IR to Phone connection to perform a remote IR HotSync operation To accomplish the HotSync operation your handheld sends data through its IR port toa modem attached to or within a mobile phone which then dials a modem attached to or within your desktop computer to synchronize with your Desktop application To edit the IR to Phone connection 1 Select the IR to Phone connection and tap Edit Preferences w Connection Available Connections PalmMvodem Cradle Cable IR to PC Handheld IR to Phone Serial to Phone Serial to Modem Chapter 8 Page 207 2 Tap Details ri Details Edit Connection Name IR to Phone Speed 115 200 bps 57 600 bps Flow Ctl 39 400 bps Connect to w Modem d 19 200 bps Via w Infrared iait Sering Dialing TouchTone Volume w Off 3 Tap the Speed pick list and select the appropriate speed 4 Enter the initialization string supplied by the documentation for the modem attached to your mobile phone if necessary 5 Tap OK and then tap OK again to save the configuration After you create the configuration you need to set up the HotSync Manager of your Desktop application and the HotSync application of your hand
102. e contrast in large increments You can also press the up and down scroll buttons to adjust the contrast Clock Tap the Clock icon to display the time and date abc With the cursor in an input field tap the dot to activate the alphabetic keyboard 123 With the cursor in an input field tap the dot to activate the numeric keyboard Page 16 Introduction to Your Handheld 4q Tue Jul 23 Previous next arrows 10 00 Work on project presentaion Check 1 00 Working Lunch with Anne box 2 00 Take a walk 2 30 File weekly reports 3 35 Return all calls 4 45 Project presentation X Pick list O 1 call Dovid iv 1 Send flowers to M O 1 Write thank you note to Vickie O 2 Pick up fresh vegetables r p Command Scroll button bar Check box When a check mark appears in a check box the corresponding option is active If a check box is empty tapping it inserts a check mark If a check box is checked tapping it removes the check mark Command Tap a button to perform a command Command buttons buttons appear in dialog boxes and at the bottom of application screens Next Tap the left and right arrows to display the previous previous and next record tap the up and down arrows to arrows display the previous and next page of information Pick list Tap the arrow to display a list of choices and then tap an item in the list to select it Scroll bar Drag the slider or tap the top or bottom arrow to scroll t
103. e following The Beam command for an individual record In Address Book only Beam Business Card Beam Category 4 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving handheld Tip For best results handhelds should be between 10 centimeters approximately 4 inches and 1 meter approximately 39 Chapter 6 Page 167 inches apart and the path between the two handhelds must be clear of obstacles Beaming distance to other Palm OS handhelds may be different 5 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld To beam an application 1 Open the Applications Launcher 2 Tap the Menu icon 3 Tap App and then tap Beam 4 Select either Handheld or Card from the Beam From pick list 5 Tap the application you want to transfer Note Some applications are copy protected and cannot be beamed These are listed with a lock icon next to them 6 Tap Beam 7 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving handheld 8 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld To receive beamed information 1 Turn on your handheld 2 Point the IR port directly at the IR port of the transmitting handheld to open the Beam dialog box 3 Select a category for the incoming informa
104. e you forget to turn off your handheld If you find that your handheld shuts itself off before you finish reviewing the information on the screen you should increase the time setting of the automatic shutoff feature To set the Auto off delay 1 Tap the Auto off pick list 2 Tap the setting you want to use for the automatic shutoff feature 30 seconds 1 minute 2 minutes or 3 minutes Cradle settings You can choose to leave your handheld on when it is in the cradle during a HotSync operation or when you are recharging the battery so you can continue to view your data Page 204 Setting Preferences for Your Handheld To change the cradle setting m Tap the Stay on in Cradle check box to leave your handheld on when it is in the cradle Preferences w Genera Auto off After w 2 minutes Stay on in Cradle O System Sound w High Alarm Sound w High Alarm Vibrate w On Alarm LED w On Game Sound w High Beam Receive w On System alarm and game sounds Your handheld uses a variety of sounds The System Alarm and Game Sound settings enable you to turn the sounds on or off and to adjust the volume level To set the system and alarm sounds 1 Tap the System Sound pick list and select the sound level Note When you turn off the System Sounds you also turn off the chime tones associated with the HotSync operation 2 Tap the Alarm Sound pick list and select the sound level 3 Tap the Game Sound
105. ect Categories Options K Help Dates All Dates C End Date Tip You can press Ctrl click to select multiple categories To print the expenses associated with all of your Expense categories select All in the Categories group 4 If you want to define an end date for the expense report enter the date in the End Date box Note If you do not specify an end date all expense entries for the selected categories appear up to the date of the last HotSync operation 5 Do one of the following Click Print to display the expense report in the Print Preview window and then click Print in the Microsoft Excel window to print your expense report Click Create to display a Microsoft Excel spreadsheet contain ing your expense data Your data appears in Microsoft Excel spreadsheet form You can enter information make formatting changes and save and print the file in the normal manner Using expense report templates Palm Desktop software includes several expense report templates When you use one of these templates you can edit your expense data in Microsoft Excel The templates have the extension xlt and are stored in the template folder in the Palm Desktop software directory on your computer To see what a template looks like before you use it open the template in Microsoft Excel For example the template Sample2 xlt looks like this Chapter 5 Page 139 Sample2 xlt iofjx Bill to LODGING cash advance
106. ected the HotSync cradle If you are using the serial cradle try a lower baud rate setting on the Local tab in the Setup dialog If you are using the serial cradle make sure you aren t running a program such as America Online CompuServe or WinFax that uses the serial port you selected in the Setup dialog box On a Macintosh try each step in turn Make sure HotSync Manager is enabled on the HotSync Controls tab in the HotSync Software Setup window If you are using the optional serial cradle make sure you selected Local on the Serial Port Settings tab in the HotSync software settings window and that the Local Setup port matches the port where your HotSync cradle is connected If you are using the optional serial cradle try a lower Speed setting on the Serial Port Settings tab Appendix B Page 241 I tried to do a local HotSync operation but it did not complete successfully continued I tried todo a modem HotSync operation but it did not complete successfully If you are using the optional serial cradle make sure you aren t running a program such as America Online fax or telephony software or AppleTalk networking that uses the serial port you selected in the Serial Port Settings tab Check the following on your computer Make sure your computer is turned on and that it does not shut down automatically as part of an energy saving feature Make sure the modem connected to your com
107. eeeeeceeeeseseeees 221 TCP IP troubleshooting i ia mii cee ee sseseseseesesssssssesesesseeeeeees 222 Owner prefefetic s n sisser a a S 223 ShortCuts preferences sisis a i paa p ia 223 Creating a SHOrtCut sosem iii eri rensa a iaaea eka 224 Editing a SKOTtCUT sateisen eean ee eia e aada 225 D leting a ShortCut eisie riein a 225 Appendix A Maintaining Your Handheld 227 Caring for your handheld uc ccc ce eeeececeeeneneceeeeeeens 227 Battery COMSiderations assess e ei aE a EA SEa K SERERE 228 Resetting your handheld ss ssssssssessesssssisissessensinrissessreneesessesseese 229 Performing a softreset sensernidizenieniine ii kisaran 229 Performing a hard reset sinrsisiiii oinnia aiia 230 Appendix B Frequently Asked Questions 233 Software installation ProbleMS cccc eect cette ee teeeeees 234 Operating Problems soies i a S 235 Tapping and writing problems ssssssssssssessesiersesrissesrenresressessesee 237 Application problems sssssssssssssssesssstsssessesnestetesresnesnsnnessesnesnsnee 238 HotSyne problems essnee i a a 239 Beaming problems sesiis eored Adeni eana ren Aasa 246 Re charging problemigss iesistie ea ieaie reins 247 Password probl mSiss otsiti 247 Technical Supports eresse ie aeo ee E EEEE 248 Appendix C Creating a Custom Expense Report 249 About mapping tables s sssssssnsssesssssesisstessessestetesresnesnennessessesneeee 249 Customizing e
108. eietend sees seatects 72 CLOCK rat anan tore ra IAA ates Pel eden cavedvase tots do Siena dena v Ee OES 72 Common tasksyis besedet hee eA EA E ieatiee ase dea ea aa ose 73 Page vi Handbook for the Palm m500 Series Handheld Creatine records ieena ce t e e E E overs TEN E ERE 73 Editing records ste iu n eraro aer e E a eas 73 Deleting records pissis Lees ie nise V E aE e 75 Purging TecOrds negnini n ea ae neies a a eai Ea 76 Exchanging and updating data HotSync operations 77 Cat gorizing records nsi ipiio npin iiy i as 82 Finding information sesseur teret ehee hin a a 86 Sorting lists Of records aa es aeara aa parE EtaEta ttai ipa iip iis 90 Making records private oo asinos 92 Attachime Notes oneni pen erten eeri SEn Eni Eare s AETA cages 94 CHOOSING fOMES 632 04 st NR t iaee Tr E etn E Ei ened 95 Reviewing Reminders c ccccccccccccsecceeseeecsessseseeceesesneseeceeees 96 Application specific tasks ssss ssssssessessessississesssetersessisnsnrenressesneese 97 Date Bookman neea e i a e terse a aes tise 97 Address Bookdata a a a ane REE AS 111 AKAD EE EEEE TE A EEE E E EO 117 NotePad oonan aE E EE OE ATU UR O E e a 122 Memo Pd e cestode e a a e eel soe N 125 Calculator 235 me eene e Me a oe Tas ata ceca R ke 128 ClGGK lect a T E a a a a e alde 130 EXpensen iie aiae on E A E a ei oiia 132 Chapter 6 Communicating Using Your Handheld 143 Managing desktop E Mail away from your desk 143 Setting u
109. em GPS receiver your handheld is equipped with a universal connector For information about the installation and operation of hardware devices please refer to the documentation that accompanies each device Inserting an expansion card 1 Hold your handheld securely 2 Insert the card into the expansion card slot following the direction indicated by the expansion card icon on the back panel of your handheld Chapter 4 Page 59 3 Use your thumb to push the card into the expansion slot When you feel the card lock and hear the audible system sound the card is properly seated within the slot Removing an expansion card 1 Hold your handheld securely 2 Use your thumb to push against the top of the card as if you were pushing it further into the slot The expansion card slot releases the card and your handheld makes an audible system sound 3 Once the slot has released the card gently remove the card from the expansion card slot Note Your handheld comes with a dummy card seated within the expansion card slot To prevent debris from entering and damaging the slot we suggest that you leave the dummy card seated when you are not using an expansion card Opening expansion card applications When an expansion card is properly seated in the expansion card slot the Applications Launcher switches to the card and displays its contents The pick list in the upper right corner of the screen displays the name of the card
110. en To set an alarm for an event 1 Tap the event to which you want to assign an alarm 2 Tap Details Chapter 5 Page 101 3 Tap the Alarm check box to select it The default setting 5 Minutes appears 4 Tap the pick list to select Minutes Hours or Days 5 Select the 5 and enter any number from 0 to 99 inclusive as the number of time units Event Details Time Date Enter number of time units here Alarm Repeat Tap here to Private O select unit of time 6 Tap OK 7 When the reminder message appears on screen do one of the following Tap OK to permanently dismiss the reminder and return to the current screen Tap Snooze to dismiss the reminder and return to the current screen The reminder message appears again five minutes after you tap Snooze and an attention indicator blinks in the upper left corner of the screen to remind you of the pending alarm Tap Go To to open Date Book Date Book will open and display the event associated with the alarm 12 55pm Reminder Wednesday 7 24 02 1 00pm 2 00pm Planning Team Meeting Alarm for untimed events You can set a silent alarm for an untimed event In this case the alarm triggers at the specified period of minutes hours or days before midnight beginning of the day of the untimed event When the alarm triggers the reminder list displays the alarm message until you clear it See Reviewing Reminders in this P
111. enu in Palm Desktop software 3 Select Mail in the list box 4 Click Change 5 Modify your settings as needed 6 Click OK Synchronizing Mail with your E Mail application After you enable and configure Mail you need to perform a HotSync operation to synchronize Mail with your desktop E Mail application For a complete explanation of HotSync technology see Chapter 7 Opening the Mail application on your handheld To open Mail 1 Tap the Applications icon O 2 Tap the Mail icon Viewing e mail items The Message list displays a list of your incoming e mail items who sent them and the date they were received E mail items you ve read have a check next to them High priority e mail items appear in bold 5 Msgs 3 Unread w Inbox mary aolcom Dinner Plans david palm corn Meeting notes Gayle Stoltz Little brother connie wilsont Press Release michael 3cor IR Beaming Previously read Page 146 Communicating Using Your Handheld To open an e mail item m Tap an e mail item to open it ited Message 1of5 Header mode icons Recipient To johndoe aol com From mary aol com Subject Subj Dinner Plans Date 1 28 02 2 30 prm John We are meeting at Dan and Leslie s place around 8 00 PM Don t forget to bring the birthday present for Dan See you there o To close an e mail item m Tap Done to close the e mail item Displaying full header information
112. er to move forward or backward a month Tap Go to open the date selector and select a different month Use the scroll button on the front panel of your handheld to move between months Press the upper half of the button to display the previous month the lower half to display the next month Working in Agenda View The Agenda view shows you your untimed events appointments and To Do items in one screen When you tap on an untimed event or appointment in the Agenda view the Day view appears so you can see more detailed information about the event You can tap the check box next to a To Do item to mark it as completed When you tap on a To Do item your To Do list appears Note The To Do items that appear and how you can change them depends on the settings in your To Do preferences See To Do Show Options later in this chapter for more information To display the Agenda View 1 Tap the Agenda View button EEE RE I AE Agenda View Page 108 Using Your Basic Applications 2 Tap the navigation controls to move forward or backward a day at a time or to display more events and To Do items d Tue Jul23 gt q Tue Jul23 gt 10 00 Work on project presentaion No Appointments Today 1 00 Working Lunch with Anne 2 00 Take a walk C1 colDovid v All 2 30 File weekly reports 1 Send flowers to M i ee a O 1 Write thank you note to Vickie i AP X O 2 Pick up fresh vegetables w All O 2 Drop off library books
113. erforming a HotSync operation via a modem After you prepare your computer and your handheld and select your Conduit Setup options you are ready to perform a modem HotSync operation To perform a modem HotSync operation 1 2 3 Tap the Applications icon Tap the HotSync icon Tap the Modem icon to dial the Palm Desktop modem and synchronize the applications Wait for the HotSync operation to complete If you have any problems conducting a successful HotSync operation see Appendix B Chapter 7 Page 191 Conducting a HotSync operation via a network When you use the network HotSync technology you can take advantage of the LAN and WAN connectivity available in many office environments Network HotSync technology enables you to perform a HotSync operation by dialing in to a network or by using a cradle that is connected to any computer on your LAN or WAN provided that the computer connected to the cradle also has the network HotSync technology installed your computer is on and the HotSync Manager is running Connecting to your company s dial in server A network HotSync operation requires the following consult your System Administrator for assistance m Your computer has TCP IP support installed m Both your company s network system and its remote access server support TCP IP m You have a remote access account Everything you need to connect to your company s dial in server network modem is i
114. ers in the Graffiti writing area 4 Enter a description of the event Page 100 Using Your Basic Applications MEAA 4ST Se New jul 25 02 KIBODGO 1 GEC o EE STA untimed gz invite Kwong to dinner n 9 00 event 8 00 10 00 z 9 00 11 00 a 10 00 12 00 s 11 00 1 00 i 12 00 2 00 1 00 3 00 2 00 a00 j No time pi yes selected a a 5 Tap a blank area on the screen to deselect the untimed event Note If you create an event and decide later that there is no particular start or end time you can easily change it to an untimed event Tap the time of the event in the Date Book screen tap No Time and then tap OK Rescheduling an event You can easily make changes to your schedule with your handheld To reschedule an event Tap the event you want to reschedule Tap Details 1 2 3 To change the time tap the Time box and select a new time 4 To change the date tap the Date box and select a new date 5 Tap OK Setting an alarm for an event The Alarm setting enables you to set an alarm for events in your Date Book You can set an alarm to notify you minutes hours or days before an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you set an alarm this icon appears to the far right of the event with the alarm When the alarm occurs a reminder message also appears onscre
115. erson s first name in the First Name field Enter the other information that you want to include in this entry Note As you enter letters in the Title Company City and State fields text appears for the first logical match that exists in your Address Book As you enter more letters a closer match appears For example you may already have Page 112 Using Your Basic Applications cramento and San Francisco in your ress As Sacramento and San Francisco in Address Book A you enter S Sacramento appears and as you continue entering a and n San Francisco replaces Sacramento As soon as the word you want appears tap in the next field to accept the word 7 Tap the scroll arrows to move to the next page of information 8 After you finish entering information tap Done Address Edit Unfiled Title Company Tap Done Tip To create an entry that always appears at the top of the Address list begin the Last name or Company field with a symbol as in If Found Call This entry can contain contact information in case you lose your handheld Selecting types of phone numbers You can select the types of phone numbers or e mail addresses that you associate with an Address Book entry Any changes you make apply only to the current entry To select other types of phone numbers in an entry 1 Tap the entry that you want to change 2 Tap Edit 3 Tap the pick list next to the label you wa
116. es 204 General prefereNteSspiai oiis inak i ana 204 A to off delay snsrinsseiniosnnian nasri a 204 Ctadle settings aiin i a e tiv a db Dice eet 204 System alarm and game sounds scccceeseetetetes cece eseseeteenens 205 Alarm Vibrate and LED settings 00 0 ccc eee eeeeeee 205 Beam RECCIV Es 2 0 2 sexeciengteend a aara a a ea a dele Ar aira i ieas 206 Date and Time preferenceSiossnessieanienia neisa niis rii 206 Connection prefereNC S ssi is rrai a erii ri airia iisi 206 Editing connections seesi rena esn rn 207 Network preferences and TCP IP software sssssssississesseesees 209 Selecting a Service ninie S ae R ANA 209 Entering a USCL MAME a aea ae aiaa ao Taaa L AAE aTa ATAR 210 Entering a passwOrd ssisisssirnisassnii ninahisi 210 Selecting a CONNECTION srie ine renr Eniris BEKS ke Saarin 211 Adding telephone settings seesssssssssssirtsssssertissserstssssesstsntesstes 212 Connecting tO YOUL SCLVICE ss ss sssssessssreertsstesttssertestestesestertessesset 214 Page viii Handbook for the Palm m500 Series Handheld Creating additional service templates 0 0 0 0 215 Adding detailed information to a service template 215 Logit scripts ieni in e elise a n E Pieced ee ee 218 Creating a login script on your handheld oo eee 219 Plug in applications sssrinin nsei 221 Deleting a service template cccccccecsesteesesesteeesceeeseseseenans 221 Network preferences menu commands ces
117. esserressesses 53 Locking your handheld ssnssnssssssssessessesssestssissesssesiesinsesssesteseeses 54 Recovering from a forgotten password ss sessssssesssssssestsssssstsste 56 Chapter 4 Using Expansion Features 2 0 0 s0s 59 Inserting an expansion Card oo c cesses eecsceseseeeeeenenees 59 Removing an expansion Card ccceccecesssssssesesesessseesesesessesesesesens 60 Opening expansion card applications cccc cece eee 60 Switching between your handheld and an expansion card 61 Copying applications to an expansion Card 61 Deleting applications from an expansion card ceceseeeeseseeeees 62 Card Inte sip tucked tee ses E hh ett lat T beatae ce eee anes 63 Reviewing card information cccceeccesesseessesesssssesesesssesseesees 63 Renaming a card 3 isis nudes diin AA E e EA 64 Formatting a catdi tee E E leeaweveas teva cses eee ataes 64 Card Info ments iinei e e ea eves Ne aTe 64 Chapter 5 Using Your Basic Applications 67 Overview of basic applications cece eens ceeeeeeees 67 Date Booki mormors dass coe ae eee es Ae oh a sath tala in ob eede 67 Address BOOK perna sxcs ten Sess tetas ccs ht A A AEAT 68 TO DO Listens ieee eles ole eo Reeds Bo is eee 69 Note PAS tamuna A hate eactco eat ene N 70 Memo Pad sii oie eene ih his ea Ea a he deve as eee 71 Caleulator icles ei el hea eae eee A te TE 71 EXPONSO 2 osscveceviscecsoleedestaceenstensssveveuisiecisantarstavaereiavs
118. ever customize your own preferences as described in Time date week start and numbers formats later in this chapter To set the country default 1 Tap the country name pick list Preferences w Formats Preset to w United States Time w HH MM am prn 10 44 am Date w M D Y 7 24 02 Jul 24 2002 Week starts w Sunday Numbers w 1 000 00 2 Tap the setting you want to use Chapter 8 Page 203 Time date week start and numbers formats The Time setting defines the format for the time of day The time format that you select appears in all applications on your handheld To select the time date week start and numbers format 1 Tap the Time pick list and select a format 2 Tap the Date pick list and select a format 3 Tap the Week starts pick list and select whether you want the first day of the week to be Sunday or Monday Note This setting controls the Day Week and Month views in Date Book and all other aspects of your handheld that display a calendar 4 Tap the Numbers pick list and select formats for the decimal point and thousands separator General preferences The General Preferences screen enables you to set the auto shutoff interval alarm options sounds for your handheld and the Beam Receive feature Auto off delay Your handheld has an automatic shutoff feature that turns off the power and backlight after a period of inactivity This feature helps conserve battery power in cas
119. f things to do Assign a priority level to each task Assign a due date for any or all of your To Do List items Assign To Do List items to categories so that you can organize and view them in logical groups m Sort your To Do List items either by due date priority level or category m Attach notes to individual To Do List items for a description or clarification of the task Chapter 5 Page 69 To open To Do List m Press the To Do List application button on the front panel of your handheld To Do List opens to display the category of items you last viewed To Do List button Note Press the To Do List application button repeatedly to cycle through the categories in which you have items Note Pad Note Pad provides a place to take notes in your own handwriting You can use Note Pad to do everything you might do with a piece of paper and a pencil In Note Pad you can do the following m Take notes draw a sketch or write any kind of message directly on your handheld screen Later you can enter this information into other applications Set an alarm to use your notes as reminder messages Assign notes to categories so that you can organize and view them in logical groups m Copy and paste notes into popular computer applications like Microsoft Word using Palm Desktop software and HotSync technology To open Note Pad m Press the Note Pad application button on the front panel of your handheld Note Pad
120. fill feature See Options menu later in this chapter for details Changing the date of an Expense item Initially Expense items appear with the date you enter them You can use Expense to change the date associated with any Expense item To change the date of an Expense item 1 Tap the Expense item you want to change 2 Tap the date of the selected item 4 14 Taxi 4 14 Lunch 4 14 Hotel 4 14 Car Rental 4 2002 gt Jon Feb Mor GG Jul Aug Sep Oct Nov Dec SM TW T F 1 2 3 4 9 10 11 7 8 GED is i6 17 18 21 22 23 24 25 28 29 30 3 Tap the new date Chapter 5 Page 133 Entering receipt details Expense provides a variety of options that you can associate with an item These options appear in the Receipt Details dialog box To open the Receipt Details dialog box 1 Tap the Expense item to which you want to assign details 2 Tap Details Receipt Details Category Type Payment Currency w Unfiled w Lunch w Unfiled 3 Select any of the following options Category Type Payment Currency See Categorizing records earlier in this chapter Opens a pick list of expense types Lets you choose the payment method used to pay the Expense item If the item is prepaid such as airline tickets supplied by your company you can choose Prepaid to place your expense in the appropriate company paid cell of your printed expense report spre
121. firm Delivery O Tap here 2 Tap the Priority pick list and select the priority you want Message Details Message Details i Priority Normal Priority BCC O Bcc ek a Low Signature O Signature gt Confirm Read O Confirm Read O Confirm Delivery O Confirm Delivery O Tap to select priority 3 Tap OK Tip Your handheld can flag e mail items with a specific priority only if your desktop E Mail application supports this feature Sending a blind carbon copy To add a BCC field to your e mail item 1 Inthe New Message screen tap Details 2 Tap the BCC check box to select it 3 Tap OK Page 152 Communicating Using Your Handheld New Message Sie BCC field 4 Tap the BCC field and enter an address Adding a signature to your e mail item A signature consists of information about yourself that is appended to your e mail item as its closing For example a signature can contain your name address phone and fax numbers and any other text you want to include By defining such information as a signature you save yourself the trouble of having to enter it every time you create an e mail item Adding a signature to your message is a two part process First you create your signature Then you select the Signature option To create a signature 1 Tap the Menu icon 2 Tap Options and then tap Preferences 3 Tap the Signature text field and enter the text of your si
122. fiti writing 20 toolbar 20 Command stroke 20 89 150 169 Compressing Day view 110 Computer keyboard entering data with 24 Conduits for connecting to PIMs 14 for modem HotSync operations 190 for synchronizing applications 240 178 179 231 232 for synchronizing applications Macintosh 179 180 Confirming e mail 154 Conflicting events 107 Connecting service templates 215 to server or ISP 214 Connection preferences 209 selecting for network 211 Continuous events deleting from Date Book 76 scheduling 103 Contrast control 16 Copying notes into other applications 70 text 75 Country default setting 203 Cradle connecting to computer 9 for local HotSync operations 78 185 viewing data from 204 Creating Address Book entries 111 113 categories 43 44 84 85 currency symbols 136 custom fields in Address Book 116 Date Book events 97 e mail 147 149 Expense items 132 expense reports in Excel 138 141 memos 125 notes for records 94 records 73 Page 266 Index To Do List items 117 Currency default 135 defining 136 for Expense items 134 135 Current date 238 Current time 18 Custom currencies and symbols 136 expense reports 249 258 fields in Address Book 116 Customizing See Preferences Cutting text 75 Cycling through views 68 69 70 71 D Data entry See Entering data Date displaying in Clock 132 setting current 25 238 Date and Time preferences 25 Date Book adding Address Book data to records 88 89 Agenda v
123. formation that appears in this list to a record Address Book The Look Up line lets you enter the first letters of a name to scroll immediately to that name Expense Lookup displays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record Looking up Address Book records When working with Address Book the scroll button on the front panel of the handheld makes it easy to navigate among your address entries In the Address list screen the scroll button moves up or down an entire screen of records If you hold down the scroll button you accelerate the scrolling and display every third screen In the Address view screen the scroll button moves to the previous or next address record You can also use the Address list Look Up feature to quickly scroll to any of your Address Book entries Page 86 Using Your Basic Applications To look up an Address Book record 1 Display the Address list screen 2 Enter the first letter of the name you want to find Abrams Liz Adams Ben Beckman Rachel Bertolli Marcus Bruce Jeremy Butler Richard Cain Cath Carpenter Joan Carter Melanie Chu Byron 650 454 6121 408 772 1900 510 532 0746 213 422 1363 408 459 1279 516 626 1424 650 235 6222 718 824 1548 212 395 6277 213 343 9801 301 933 6833 Conner sondy Look Up line The list scrolls to the first ent
124. ftware are running on a COM port Note Make sure the computer is disconnected from all online services such as America Online AOL This helps to avoid conflicts with the COM port 2 Start HotSync Manager if it is not already running and from the HotSync Manager menu choose Modem 3 Adjust the following options as needed Page 186 Advanced HotSync Operations General Local Modem Network Serial Port COM3 x Speed As Fast As Possible Setup String JATS0 1M1L0 Serial Port Identifies the port for the modem If you are unsure of the port assignment look at the Modem Properties in the Windows Control Panel Speed Determines the speed at which data is transferred Try the As Fast As Possible rate first and adjust downward if you experience problems This setting allows Palm Desktop software and your handheld to find and use the fastest speed Modem Identifies the modem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that appear in the list select Hayes Basic Setup Identifies the setup string for your particular String modem Not all modems require a setup string Refer to your modem manual and enter the setup string if recommended by the manufacturer 4 Click OK Chapter 7 Page 187 To prepare a Macintosh for a modem HotSync operation 1 Confirm that the Macintosh modem
125. g your old handheld and cradle This ensures all data on your handheld is on your desktop computer m Connect the HotSync cradle that comes with your Palm m500 series handheld to your computer See Connecting the HotSync cradle later in this chapter for details m Charge the battery in your new handheld See Charging your handheld later in this chapter for details m If upgrading You may want to create a copy of your old Palm Desktop software folder and its contents before installing your new Palm Desktop software If you do this rename the copied folder for example Palm Old and store it outside the Palm Desktop software folder This step is optional m Install the Palm Desktop software that comes with your Palm m500 series handheld See Installing Palm Desktop software later in this chapter for details m Performa HotSync operation See Exchanging and updating data Chapter 1 Page 9 HotSync operations in Chapter 5 for details or refer to Getting Started with Palm m500 Series Handhelds m If upgrading Rename your old handheld To prevent unexpected results during HotSync operations each handheld must have a unique name We recommend that you perform a hard reset on your old handheld See Performing a hard reset in Appendix A for details Connecting the HotSync cradle Important The HotSync cradle supplied with your handheld fits a USB connector If your computer does not have a US
126. ge 23 Note Pad The Note Pad application provides a place where you can write a quick note in your own handwriting directly on your handheld screen Think of Note Pad as a virtual sticky pad for short notes Later you would transfer your sticky notes to a more permanent place by entering the information in the appropriate application or throw them away by deleting them See Note Pad in Chapter 5 for more information and instructions Using Palm Desktop software If you have new records you want to add to your handheld and prefer to use the computer keyboard rather than Graffiti writing or the onscreen keyboard enter the data in Palm Desktop software or the PIM you have installed to use with your handheld For details on entering information in Palm Desktop software refer to the online Help in Palm Desktop software the Quick Tour in Palm Desktop software for Windows users and the Palm Desktop Software for the Macintosh User s Guide on the Palm Desktop software CD ROM After the information is in Palm Desktop software perform a HotSync operation to synchronize your handheld with your computer See Exchanging and updating data HotSync operations in Chapter 5 for more information Importing data If you already have data in a database on your computer you can import it into Palm Desktop software You can import data stored in computer applications such as spreadsheets and databases or from another Palm OS
127. ging to a different application m For your handheld to recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 m Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen m Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area m Make sure that Graffiti is not shifted into extended or punctuation modes See Using Graffiti writing to enter data in Chapter 2 m See Graffiti tips in Chapter 2 for tips on increasing your accuracy when you write Graffiti characters Appendix B Page 237 Application problems Problem I tapped the Today button but it does not show the correct date I know I entered some records but they do not appear in the application Iam having problems listing memos the way I want to see them I created an event in Date Book but it doesn t appear in the Week View I entered the euro symbol but after a Solution Your handheld is not set to the current date Make sure the Set Date box in the Date and Time Preferences screen displays the current date See Customizing your handheld in Chapter 1 for more information m Check the Categories pick list upper right corner Choose All to display all of the records for the application m Check Securit
128. gnature Preferences Li amp Confirm deleted message Signature text Add signature text here 4 Tap OK To add a signature to your e mail item 1 In the New Message screen tap Details Chapter 6 Page 153 2 Tap the Signature check box to select it and add your signature to the e mail item Note The check box stays selected so all subsequent e mail items you create will also contain your signature until you deselect the Signature option 3 Tap OK Note The signature does not display in your e mail item only your recipient sees the signature Requesting confirmations To receive a confirmation when your e mail item is read 1 Inthe New Message screen tap Details 2 Tap the Confirm Read check box to select it 3 Tap OK To receive a confirmation when your e mail item is delivered 1 In the New Message screen tap Details 2 Select the Confirm Delivery check box to select it 3 Tap OK Storing e mail to be sent later When you send e mail from your handheld it actually stores the e mail in the Outbox folder until the next time you synchronize your handheld with your computer During synchronization all e mail stored in the Outbox folder is transferred to the Outbox folder in your desktop E Mail application E mail created on your handheld is sent out the next time you send mail from your desktop E Mail application To send e mail m After you create an e mail item tap Send Editing
129. gs for local and remote synchronization For example you may want to download all of your e mail during local synchronization and only Chapter 6 Page 159 urgent e mail during remote synchronization Once defined your handheld determines if synchronization is occurring locally or remotely and uses the appropriate settings for the HotSync operation To open the HotSync Options dialog box 1 Tap the Menu icon 2 Tap Options and then tap HotSync Options 3 Tap the Settings for pick list and select Local HotSync or Remote HotSync HotSync Options Li HotSync Options Li Tap here Settings for w Local HotSync to display Settings for KIL sysa0 HotSync All options An Send only Hiter Unread All messages will be syn All messages will be syn chronized between the chronized between the handheld and the remote handheld and the remote email system p email system Note For more information about Local and Remote HotSync operations see Chapter 7 4 Tap the filtering option you want to apply All During synchronization all e mail items in your desktop E Mail Inbox synchronize with your handheld and all e mail items in your handheld Outbox are sent to your desktop E Mail application Send Only During synchronization only the e mail items in your handheld Outbox are sent to your desktop E Mail application from there they are sent to their destinations Page 160 Communicating Using Your Han
130. he correct conduit is active Check that the correct conduit is installed Reinstall the HotSync Manager and make sure the correct conduit is selected If you are using the optional serial cradle or if you are performing a HotSync operation using a modem make sure you are not running another program such as America Online CompuServe or WinFax that uses the serial port you selected in the Setup dialog box Backup the Palm Desktop software uninstall it then reinstall it Make sure your handheld is seated in the cradle correctly Check the connection between the HotSync cradle and the USB or serial port on your computer Make sure the user name you selected in Palm Desktop software matches the user name assigned to your handheld Make sure the date on your computer matches the date on your handheld Read the HotSync Log for the user account for which you are performing a HotSync operation Page 240 Frequently Asked Questions I tried to do a local HotSync operation but it did not complete successfully continued On a Windows computer try each step in turn Make sure HotSync Manager is running If it is running close it and restart it Make sure you selected Local USB or Local Serial as appropriate from the HotSync Manager menu If you are using the serial cradle make sure you selected the correct serial port on the Local tab in the Setup dialog It should be set to the port where you conn
131. he display one line at a time To scroll to the previous page tap the scroll bar just above the slider To scroll to the next page tap the scroll bar just below the slider You can also scroll to the previous and next pages by pressing the upper and lower scroll buttons on the front panel of your handheld Opening applications You can use the Applications Launcher to open any application installed on your handheld You can also open Date Book Address Book To Do List and Note Pad with the application buttons on the front panel of your handheld Chapter 1 Page 17 Applications Launcher Date Book Note Pad Address Book N To Do List Tip When you press an application button on the front panel you have instant access to the selected application You don t even need to turn on your handheld first In addition to providing a way for you to open applications the Applications Launcher displays the current time battery level and application category To open an application on your handheld 1 Tap the Applications icon O 11 05 arn ET HotSync Gos Note Pad Prefs Securit 2 Tap the icon of the application that you want to open If you have many applications installed on your handheld tap the scroll bar to see all of your applications Tip To find an application quickly you can write the Graffiti character for the first letter of its name The Applications Launcher scrolls to the first application w
132. hearing a sound seeing an LED blink or feeling your handheld vibrate View edit and compose email on the run Track expenses for your expense report Synchronize your data with Palm Desktop software on your Windows or Macintosh computer so you always have a copy m Insert MultiMedia Card MMC or Secure Digital SD cards to add additional software or memory or to back up your data Attach and use peripheral hardware devices such as a modem Beam information to another Palm OS handheld that is close by and has an IR infrared port Chapter 1 Page 3 System requirements To install and operate Palm Desktop software your computer system must meet the following requirements Minimum requirements Windows IBM compatible Pentium class computer Windows 98 Me 2000 Windows 95 NT operating systems require a serial cradle sold separately 16 MB RAM 64 MB recommended with Windows 2000 30 MB available hard disk space VGA monitor or better the Quick Tour requires 256 color video display for best results use High Color 16 bit CD ROM drive you can also download the Palm Desktop software from http www palm com Mouse One USB port or available serial port serial cradle sold separately Minimum requirements Macintosh Apple Macintosh or compatible with a Power PC processor Mac OS 8 6 to 9 for USB support OS 7 5 3 or later for serial support One USB port or available serial port serial cradle and adapters s
133. held to perform a modem HotSync operation Page 208 Setting Preferences for Your Handheld Network preferences and TCP IP software The Network Preferences settings enable you to use the TCP IP software that is included in the handheld operating system You can use the TCP IP software to connect with Internet Service Providers ISPs or dial in remote access servers Because the TCP IP software is a feature of the operating system you configure all parameters relating to it from the Preferences application To use TCP IP you must create a configuration in Connection Preferences and then create Network Preferences settings Note The Connection Preferences screen enables you to define several ways that your handheld can use the a modem to communicate with remote devices For example you can communicate with your ISP server or with your computer if you are away on travel See Connection preferences earlier in this chapter for a complete explanation on how to create modem configurations After you configure both the Connection and Network Preferences you can establish a PPP Point to Point Protocol SLIP Serial Line Internet Protocol or CSLIP Compressed Serial Line Internet Protocol connection with your ISP or dial in server You can do this either by using menu commands from the Network Preferences screen or by using a third party application Note TCP IP provides the ability to connect to your ISP or dial in server w
134. hich part of the application you re currently using For example in Memo Pad the menus are different for the Memo list screen and the Memo screen Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke which is similar to the keyboard shortcuts used to execute commands on computers The command letters appear to the right of the command names Menu commands ommand letters Graffiti Help G Draw the Command stroke anywhere in the Graffiti area When you draw the Command stroke the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode Command Pa Memo 1of5 Unfiled Memo 1of5 Unfiled 1 Undo Cut Copy Paste Beam Delete The command toolbar displays context sensitive menu commands for the current screen For example if text is selected the menu icons displayed may be undo cut copy and paste Tap on an icon to select the command or immediately write the corresponding command letter for an appropriate command in the Graffiti writing area For example to choose Select All in the Edit menu draw the Command stroke followed by the letter s Page 20 Introduction to Your Handheld Note Command mode is only active for a short time so you must tap an icon or write the command letter immediately to choose the menu command Displaying online tips Many of the dialog boxes that appear on your
135. hich you want to assign an alarm 2 Tap the Menu icon 3 Tap Options and then tap Alarm 4 Tap the Time box 5 Tap the hour and minute columns to select the time you want the alarm to occur Set Alarm Tap here to select minutes Tap here to select hour melt 6 Tap the Date box Chapter 5 Page 123 Set Date Tap here to select year Tap here to select month Tap here to select date 7 Tap the year month and date you want the alarm to sound After you tap the date the Set Alarm dialog box reappears 8 Tap OK 9 When the alarm goes off and the reminder message appears on screen do one of the following Tap OK to permanently dismiss the reminder and return to the current screen Tap Snooze to dismiss the reminder and return to the current screen The reminder message appears again in five minutes and an attention indicator blinks in the upper left corner of the screen to remind you of the pending alarm When the reminder message reappears the current time displays in the Reminder bar and the note title displays on the screen Note If you did not title the note the time the note was created displays on the screen Tap Go To to open Note Pad Note Pad will open and display the note associated with the alarm 7 20am Reminder 7 00 arm Mail Letters Page 124 Using Your Basic Applications Note Pad menus Note Pad menus are shown here for your reference and Note Pad featu
136. iate field 8 From the Delimiters pop up menu choose the appropriate 9 delimiter Click OK 10 To add the imported data to your handheld perform a HotSync operation See Palm Desktop online Help for more information on importing and exporting data Chapter 2 Page 41 Page 42 Entering Data in Your Handheld Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your handheld how to change application settings so they are personalized to your work methods and how to categorize applications so you view them in related groups For information about working with applications on an expansion card see See Using Expansion Features Using the Applications Launcher To open the Applications Launcher tap the Applications icon Selecting applications Your handheld is equipped with a variety of applications All the applications installed on your handheld appear in the Applications Launcher See Opening applications in Chapter 1 for details Applications installed on an expansion card appear immediately in the Applications Launcher when you insert an expansion card or when you select the card from the pick list in the upper right screen See Opening expansion card applications in Chapter 4 for details Switching between applications When working in any application tap the Applications icon O or press an application button on the front panel of your handhel
137. ications E Install Tool Eg User user hl File s listed below will be installed on your handheld the next time you perform a HotSync operation a HARDBALL PRC 18KB Handheld INSTAPP HLP 12KB SecureDigital SD Card 2 Lyrics doc 29KB SecureDigital SD Card a ParensLite pre 23KB E Handheld Change Destination Tips 3 Find other applications ta install on your handheld at http Zvw palm com The Add button looks first in the ADD ON folder inside your C PALMDEBUG folder This tolder is a convenient place to store downloaded handheld files 4 In the User drop down list select the name that corresponds to your handheld 5 Click Add Open 2 x Look in a Add on x z Giraffe pre Hardball pre Minehunt pre Puzzle pre Subhunt pre AAAA Files of type alm Applications prc 6 Select the application s that you want to install on your handheld or on a resident expansion card 7 Click Open Note Review the list of applications you selected in the Install Tool dialog box If you do not want to install an application select it and then click Remove This does not remove the application from your computer it simply removes it from the list of applications to install 8 If you need to change the destination of the application you are installing click Change Destination on the Install Tool window and then use the arrows to move applications bet
138. ick and drag on the row numbers left side so they appear highlighted Appendix C Page 253 File Edit View Insert Format Tools Data Window Help 1 2 3 4 5 5 Template Name SAMPLE1 XLT 6 ROW ch Fixed Label Variable Label by 8 Day Date Expense Type Day Date Expense Type All rows 9 X related 10 to 11 template 12 are Template Name ENE selected RO Day Date pense Type EX SOE e 19 20 21 22 Template Name SAMPLE3 XLT 23 ROW 24 Fixed Label Variable Label by 25 Day Date Expense Type Day Date Expense Type 26 X 27 X n FMh MapTable Criteria 7 Jal Ready Sum 1144 4 From the Edit menu choose Copy Scroll down to a blank area of the Maptable xls file below the rows used for Sample4 xlt and click on a row number to select a blank row 6 From the Edit menu choose Paste A copy of the rows you selected in step 3 is pasted into the Maptable xls file 7 Name the table In the cell immediately to the right of the cell entitled Template Name enter the exact file name of your custom Expense Report template 8 Define the number of Sections Each row in a table defines how your handheld data will be placed in a Section of your custom Expense Report Note that the prepaid portion of a section has its own row and counts as a separate section for map table purposes even though it is not a separate section in your template
139. ide you through installing Palm Desktop software After installation refer to the online Help in Palm Desktop software the Quick Tour in Palm Desktop software for Windows users and the Palm Desktop Software for the Macintosh User s Guide on the Palm Desktop software CD Rom To ensure a safe and uninterrupted installation of Palm Desktop software please print these instructions or refer to Getting Started with Palm m500 Series Handhelds Do the following before installing Turn off your computer and connect the HotSync cradle to it Do not simply copy the Palm Desktop software files to your computer s hard disk You must use the installer to place the files in their proper locations and to decompress the files To install Palm Desktop software on a Windows computer 1 2 Turn on your computer Exit any open programs including those that run automatically at startup such as Microsoft Office and disable any virus scanning software Insert the Palm Desktop software CD ROM into the computer s CD ROM drive Follow the onscreen instructions to complete the installation During installation you may be asked to place your handheld on the cradle Chapter 1 Page 13 To install Palm Desktop software on a Macintosh computer 1 Turn on your Macintosh 2 Insert the Palm Desktop software CD ROM into your Macintosh s CD ROM drive 3 Double click the Palm Desktop CD icon 4 Double click
140. identify the recipient of an e mail item you need to enter that person s e mail address You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book To look up an e mail address 1 Tap either the To or CC field name to expand it 2 Enter the first few letters of the last name of the person whose address you want to find 3 Tap Lookup 4 Ifthe letters you enter identify a unique listing from your Address Book your handheld completes the address for you If not the Lookup dialog box appears and lists all records that contain information in an E mail field Tip You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti Command stroke L To Lookup Adams Ben ben_adams netcorm com Butler Richard buttons pipeline com Carter Melanie mearter aol com Chu Byron chuman daol com Technical Support support palm com LOOKUP Tap Lookup 5 Enter the first letter of the entry you want to find to scroll to the first entry that begins with that letter If you write an additional letter the list scrolls to the first entry that starts with those two letters For example writing an s scrolls to Sanders and writing sm scrolls to Smith 6 Tap an address to select it 7 Tap Add Page 150 Communicating Using Your Handheld
141. iew 108 alarm 101 archive files dba 39 changing event time 101 changing event to untimed 101 conduit for synchronizing 178 conflicting events 107 continuous events 103 105 creating records 73 97 101 Day view 105 deleting records 75 display options 110 displaying current time 105 end time for Day view 111 fonts 95 menus 109 Month view 107 notes for records 94 95 opening 68 overview 67 private records 94 purging records 76 77 repeating events 76 103 105 scheduling events 97 101 selecting dates 99 start time for Day view 111 Sunday or Monday to start week 204 switching views 105 untimed events 97 100 Week view 105 204 238 Dates Expense item 133 showing in Mail list 158 To Do List record due 119 Day displaying in Clock 132 Day Date Book view 97 110 DBA Date Book archive file 39 Decimal point 204 Default categories 82 currency in Expense 135 settings See Preferences Deleted data saving in archive files 76 e mail recovering 157 Deleting applications 46 50 Desktop software 51 e mail 157 Graffiti characters 31 passwords 53 records 75 service templates 221 text 75 See also Purging records Delivering e mail 151 154 Desktop E Mail application applications supported 144 managing 143 166 support of Mail features 151 Desktop software 12 13 configuring mail 144 146 displaying euro 138 for entering data 24 linking to external files 195 removing 51 saving deleted data to a
142. ime columns to set the hour and minute Page 130 Using Your Basic Applications 5 When the alarm reminder message appears do one of the following Tap OK to permanently dismiss the reminder and return to the current screen Tap Snooze to dismiss the reminder and return to the current screen The reminder message appears again in five minutes and an attention indicator blinks in the upper left corner of the screen to remind you of the pending alarm When the reminder message reappears the current time displays in the Reminder bar and the alarm time displays on the screen 6 Tap Go To to open Clock 7 00am Reminder 7 00 Oct 18 2002 Alarm 7 00 am Today Clock menus Clock menus are shown here for your reference and Clock features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Options menu Display Options Y Alarm Preferences R About Clock Chapter 5 Page 131 Display Allows you to choose which information appears Options on the Clock screen m Day Activates the day of the week display When it is on the day appears above the time m Date Activates the date display When it is on the date appears below the time Alarm E Sound Sets the sound of the alarm The Preferences choices are Alarm Bumble Bee Reveille Sonata Wake Up and Warbler m Volume Defines
143. information m The name and version of the operating system you are using m The actual error message or state you are experiencing m The steps you take to reproduce the problem m The version of handheld software you are using and available memory To find version and memory information 1 Tap the Applications icon O 2 Tap the Menu icon 3 Tap App and then tap Info Note Thousands of third party add on applications have been written for the Palm OS handhelds Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application please contact the developer or publisher of that software 4 Tap Version to see version numbers and tap Size to see the amount of free memory in kilobytes Page 248 Frequently Asked Questions Appendix C Creating a Custom Expense Report This section explains how to modify existing Expense application templates and how to create your own custom expense report templates for use with the Expense application Note This section assumes that you are familiar with Microsoft Excel or a similar spreadsheet application If you are not familiar with Microsoft Excel consult your company s Information Services department or another experienced user About mapping tables Before creating or modifying an Expense template it s important to understand the function of the Palm Desktop software Expense applicatio
144. ions on your handheld To customize HotSync application settings on a Windows computer 1 Click the HotSync icon in the Windows system tray bottom right corner of the taskbar Tip You can also click the HotSync command on the Palm Desktop software menu bar 2 From the HotSync Manager menu choose Custom Arthur Manzi Conduit Action Synchronize the files Date Book Synchronize the files Address Book Synchronize the files Change To Do List Synchronize the files Memo Pad Synchronize the files Default Expense Synchronize the files Install Enabled Help Install Service Templates Enabled System Handheld overwrites Desktop 3 Select the appropriate user name from the list 4 Select an application in the Conduit list Page 178 Advanced HotSync Operations 5 Click Change HotSync Action for Date Book oa Cancel Help g BE Desktop overwrites handheld 2 F Setas default B C Handheld overwrites desktop Q A C Do nothing 6 Click the direction in which you want to write data or click Do Nothing to skip data transfer for an application Note Changing the HotSync setting from the default affects 7 C only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the
145. is case neither day date or expense type information would be fixed as a header Instead the date and expense type information would be filled into the cells of the spreadsheet as appropriate Examples of both Fixed and Variable labels appear in the sample expense templates Sections A Section is an area of the report that has common formatting It is Appendix C Page 251 common for an Expense report to have more than one Section For example the following sample Expense Report named Sample3 xlt contains several Sections Eile Edit View Insert Format Tools Data Window Help 10 Project Eun Dept TER Rg ITINERARY Employee paid i H Breakfast Company paid H Section 1 Employee paid not prepaid Lunch amp Snack Dinner Company paid Employee paid Business meals Company paid amp entertainment Employee paid Conference Liompsin patel zez ie a os ed Employee paid Postage Company paid Employee paid Parking amp Tolls Company paid lle eee eee Employee paid Gifts Tips Suppli Company paid Incidentals Other Employee paid Section 2 prepaid BUSINESS MEALS AND ENTERTAINMENT EXPENDITURES Section 3 Because your Expense data maps to row and column areas of your final report different Sections require different definitions for the data mapping To create additional Sectio
146. is connected and turned on and that no communications applications such as fax or telephony software or AppleTalk networking are running on that serial port Note Make sure the Macintosh is disconnected from all online services such as CompuServe and America Online AOL This helps to avoid conflicts with the serial port Double click the HotSync Manager icon in the Palm folder oh Go Click the Serial Port Settings tab Under Check for handheld connection using click Modem Setup Adjust the following options as needed DS HotSync Software Setup HotSync Controls Serial Port Settings Check for handheld connection using P Q Local Setup r Status Modem Setup prepares this computer to HotSync Modem Setup with a remote modem equipped handheld using the Zo serial port specified below f Both Setups TARE Local Setup Modem Setup ED Speed As fast as possible Port PalmConnect USB gt Modem U S Robotics Sportster J Port PalmConnect use gt Modem Speaker C on Modem Port Modem Speaker Identifies the type of modem connected to your Macintosh If your modem does not appear on the list use the Hayes Basic setting or choose Custom to enter a command string Refer to the manual that came with your modem to find the appropriate command string Identifies the port that Palm Desktop
147. is up and running You must also set up Palm Desktop software for use with your desktop E Mail application Your handheld supports a number of desktop E Mail applications for Microsoft Windows such as m Microsoft Exchange version 5 0 or higher QUALCOMM Eudora version 3 0 1 or higher Lotus cc Mail 6 0 or higher Microsoft Outlook 97 or higher Microsoft Outlook Express Netscape Communicator version 4 5 or higher You can see the full list of the supported applications when you set up Mail If your desktop E Mail application does not appear on the list you may still be able to manage your desktop E Mail application from your handheld by means of special connection software called a conduit that lets you synchronize your desktop E Mail application and your handheld Contact the vendor of your E Mail application or visit the web site http www palm com for more information Note The following instructions assume that you have already installed Palm Desktop software on your computer and that you did not set up Mail during the installation If you have not yet installed the Palm Desktop software the installation procedure prompts you to set up Mail as part of the Palm Desktop software installation Page 144 Communicating Using Your Handheld To set up Mail on a Windows computer 1 Click Start in the Windows taskbar 2 Highlight Programs highlight Palm Desktop software and then click Mail Setup to begin setup
148. it as you would a pen or pencil The left side channel holds the front cover which also slides in and out Expansion Accepts Secure Digital SD or MultiMedia Card card slot MMC expansion cards enabling you to add more memory or applications You can also back up data to an expansion card Reset button Under normal use you should not have to use the reset button See Appendix A for information about when and how to use the reset button Page 8 Introduction to Your Handheld Universal Connects your handheld to the cradle which in connector turn connects to the back of your computer and through the AC adapter to the wall current This allows you to recharge your handheld as well as update the information between your handheld and computer using HotSync technology The universal connector also connects peripheral hardware devices such as a modem to your handheld Upgrading from another Palm OS handheld If you already own a Palm OS handheld you must install the version of Palm Desktop software that comes with your new handheld To upgrade quickly and easily perform the tasks described in the following sections Some tasks are specifically for upgrading Preparing to use your handheld Before you begin using your handheld and Palm Desktop software you must complete a few easy installation tasks To use your handheld and Palm Desktop software complete the following m If upgrading Perform a HotSync operation usin
149. ith a name that begins with that letter You can also assign application icons to different categories See Categorizing applications in Chapter 3 Note You can also use applications on expansion cards See Opening expansion card applications in Chapter 4 Page 18 Introduction to Your Handheld Using menus Menus on your handheld are easy to use Once you have mastered them in one application you can use them the same way in all other applications The menus of each application are illustrated in the section on that application in Chapter 5 The Edit menu is described in Editing records in Chapter 5 To open the menu bar 1 Open an application such as Memo Pad 2 Do one of the following Tap the Menu icon Tap on the inverted title area at the top of the screen Tap the title area Unfiled I Record New Memo N Delete Merno D Beam Memo B 11 22 Meeting Minutes Tap the Menu icon In this example three menus are available Record Edit and Options The Record menu is selected and contains the commands New Memo Delete Memo and Beam Memo Choosing a menu After you open the menu bar for an application tap the menu that contains the command you want to use The menus and menu commands that are available depend on the application that is currently open Also the menus and menu Chapter 1 Page 19 commands vary depending on w
150. ith applications that allow you to view the transmitted data Visit the web site http www palm com for information on third party applications that take advantage of TCP IP Selecting a service Use the Service setting to select the service template for your Internet Service Provider or a dial in server Service templates are a set of ISP and dial in server configuration settings that you can create save and reuse To select a service 1 Tap the Service pick list Chapter 8 Page 209 DOCEKA Network Tap here to display a list of service templates User Name Password Connection w Current Phone i 2 Tap the predefined service template you want to use Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial in server Although this field can contain multiple lines of text only two lines appear onscreen To enter a user name 1 Tap the User Name field 2 Enter your user name GECE Network Enter your user name here User Name Password Connection Phone Note Most dial in servers do not accept spaces in the user name Entering a password The Password box identifies the password you use to log into your server or ISP Your entry in this field determines whether your handheld prompts you to enter a password each time you log into your network m If you do not enter a passwo
151. ivacy 3 Tap OK 4 Do one of the following To change the password and hint enter the new password and hint and tap OK Chapter 3 Page 53 To remove the password tap Unassign Password Enter new password or tap the Unassign button to remove your current password Locking your handheld You can lock your handheld so that it cannot be operated until your password is entered In the event that your handheld is lost or stolen this helps protect your data from unauthorized use You can set your handheld to lock automatically or you can lock it manually Locking your handheld automatically You can set your handheld to lock automatically when any one of the following occur m When you turn off the power m Ata time you specify m After a period of inactivity you specify To set your handheld to lock when you turn it off 1 Tap the Applications icon 2 Tap the Security icon 3 Tap the Auto Lock Handheld box and then enter your password Lock Handheld Automatically lock handheld On power off After a preset dela Your handheld will lock when itis turned off 4 Tap On power off 5 Tap OK Page 54 Managing Your Applications To set your handheld to lock at a preset time 1 Tap the Applications icon O 2 Tap the Security icon 3 Tap the Auto Lock Handheld box and then enter your password 4 Tap At a preset time and then use the arrows to set the time Lock Handheld Automatica
152. k if cap 2 x e v b n mf e shift ___space__ Tap here to display alphabetic keyboard International Tab Backspace Caps Carriage return Caps shift Tap here to display Tap here to display numeric keyboard international keyboard Page 22 Introduction to Your Handheld Graffiti writing Your handheld includes Graffiti writing software as the primary system for entering text and numbers With Graffiti writing you write simple strokes with the stylus and they are instantly recognized as letters or numbers Write letters here m Write numbers here S J2 Division marks The Palm Desktop software CD ROM includes Giraffe a game you can use to practice Graffiti writing See Installing and removing applications in Chapter 3 for installation instructions The Memo Pad application is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing To open Memo Pad 1 Tap the Applications icon O 2 Tap the Memo Pad icon 3 Tap New Note A blinking cursor appears on the first line of the new memo to indicate where the new text will appear Unfiled New 1 11 22 Meeting Minutes memo cursor Tap New t Write in Graffiti area See Using Graffiti writing to enter data in Chapter 2 for details Chapter 1 Pa
153. l com jjones aol com In the Subj field Apollo Project Your handheld interprets this as Accept e mail items about the Apollo Project from John Smith or Jack Jones Do not accept e mail items from other people Do not accept e mail items from John or Jack about any other subject When you define a string note that your handheld searches for any instance of that sequence of characters For example if you create a filter that retrieves only e mail items containing the string info your handheld considers info rainforest and kinfolk appropriate matches Chapter 6 Page 163 To define a filter string 1 Tap a header field in the HotSync Options dialog box HotSync Options a HotSync Options a Settings for w Local HotSync Settings for w Local HotSync An Send only AGRE fil Send ony IRS Retrieve All High Priority w Ignore Messages Containing Retrieve All High Priority Tap here to insert cursor w Ignore Messages Containing 2 Enter your filter string using commas or spaces to separate the words Do not add connectors such as AND or OR between words in a string 3 If your string exceeds the length of the field tap the name of the field to display the Notes screen for that header field For more information about header field Notes screens see Creating e mail items earlier in this chapter HotSync Options Settings for w Local HotSync An Send only AGR
154. le with any screen where you enter or edit text In general commands available in the Edit menu apply to text that you select in an application To select text in an application 1 Tap the beginning of the text that you want to select 2 Drag the stylus over the text to highlight it in black Note You can also double tap to select a word or triple tap to select a line of text You can also drag across the text to select additional words or drag down to select a group of lines The following commands may appear in an Edit menu Undo Reverses the action of the last edit command For example if you used Cut to remove text Undo restores the text you removed Undo also reverses deletions done by using backspace Page 74 Using Your Basic Applications Cut Copy Paste Select All Keyboard Graffiti Help Removes the selected text and stores it temporarily in the memory of your handheld You can paste the text you cut into another area of the current application or into a different application Copies the selected text and stores it temporarily in the memory of your handheld You can paste the text that you copy into another area of the current application or into a different application Inserts the text that you cut or copied at the selected point in a record The text you paste replaces any selected text If you did not previously cut or copy text Paste does nothing Selects all of the text in the current
155. lick Make Default Thereafter whatever you selected as the default setting is used for HotSync operations 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Close the Conduit Settings window 10 Perform a HotSync operation Page 232 Maintaining Your Handheld Appendix B Frequently Asked Questions If you encounter a problem with your handheld do not call Technical Support until you have reviewed the following list of frequently asked questions and you have also reviewed the following The README file located in the folder where you installed the Palm Desktop software on Windows your computer or on your installation CD for Macintosh users The Helpnote folder located in the folder where you installed the Palm Desktop software on your Windows computer or on your installation CD The Palm Desktop online Help The Palm Desktop software for the Macintosh User s Guide located in the Documentation folder on your installation CD The Palm Support Assistant knowledgebase accessible at http Awww palm com under the Support section The most recent Palm m500 Series handheld HelpNotes on your regional web site If you are still having problems contact Technical Support For US and International telephone numbers see the Worldwide Customer Support card that comes with your handheld or go to http www palm com Note Thousands of third party add on applications have been
156. llowing accented letters a iifid Additional non English characters You can write the following characters without any special punctuation or shifting ae Note You must write these non English characters in the left side of the Graffiti writing area Navigation strokes In addition to character symbols Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications Command Stroke Move cursor right e Move cursor left Previous field Address Book only Next Field Address Book only Open Address Record Address Book only Z Page 36 Entering Data in Your Handheld Graffiti ShortCuts Graffiti ShortCuts make entering commonly used words or phrases quick and easy ShortCuts are similar to the Glossary or Autotext features of some word processors Graffiti writing comes with several predefined ShortCuts and you can also create your own Each ShortCut can represent up to 45 characters For example you might create a ShortCut for your name or for the header of a memo See ShortCuts preferences in Chapter 8 to learn about creating your own ShortCuts To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode
157. lly lock handheld Set Time gt EJ Your handheld will lock at 8 00 pro 5 Tap OK To set your handheld to lock after a period of inactivity 1 Tap the Applications icon 2 Tap the Security icon 3 Tap the Auto Lock Handheld box and then enter your password 4 Tap After a preset delay Lock Handheld Automatically lock handheld After a preset delay Your handheld will lock if inactive for Tap to select Minutes or Hours AB Minute s Enter the amount of time 5 Enter the inactive period then select Minute s or Hour s from the pick list 6 Tap OK Important If you lock your handheld you must enter the exact password to re activate your handheld If you forget the Chapter 3 Page 55 password your handheld will present the hint you have entered to help you remember the password If you still cannot remember the password you must perform a hard reset to resume using your handheld Performing a hard reset deletes all the records in your handheld however you can restore all synchronized data at the next HotSync operation See Resetting your handheld in Appendix A for more information Locking your handheld manually You can turn off and lock your handheld manually To lock and turn off your handheld 1 Tap the Applications icon O 2 Tap the Security icon 3 Tap Lock amp Turn Off System Lockout D This feature turns off your handheld and prevents others from using
158. lm Desktop software After you enter this information and synchronize the HotSync Manager recognizes your handheld and doesn t ask for this information again If you are a System Administrator preparing several handhelds for a group of users you may want to create a user profile See Creating a user profile in Chapter 7 before performing the following steps Important You must perform your first HotSync operation with a local direct connection or with infrared communication rather than using a modem The following steps assume that you have already installed Palm Desktop software If you have not installed this software see Installing Palm Desktop software in Chapter 1 for instructions To perform a local HotSync operation on a Windows computer 1 Place your handheld on the cradle 2 If the HotSync Manager is not running start it On the Windows desktop click Start and then choose Programs Navigate to the Palm Desktop software program group and choose HotSync Manager Alternatively you can start the Palm Desktop software which automatically opens the HotSync Manager Page 78 Using Your Basic Applications 3 Press the HotSync button on the cradle Important The first time you perform a HotSync operation you must enter a user name in the New User dialog box and click OK Every handheld should have a unique name To prevent loss of a user s records never try to syn
159. lock button appears at the bottom of the screen To unlock the Owner Preferences screen 1 Tap Unlock 2 Enter the password that you defined in the Security application 3 Tap OK ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes This section describes how to create edit and delete a ShortCut See Chapter 2 for more information on the use of ShortCuts Chapter 8 Page 223 Creating a ShortCut You can create a ShortCut for any words letters or numbers All ShortCuts you create appear on the list in the ShortCut Preferences screen All the ShortCuts are available in any of your handheld applications and are backed up on your computer when you perform a HotSync operation To create a ShortCut 1 Tap New 2 On the ShortCut name line enter the letters you want to use to activate the ShortCut Preferences w Shortcuts ShortCut Entry Li br Breakfast ShortCut Name di Dinner ds Date Stamp dts Date and Time Stamp lu Lunch me Meeting gt ts Time Stamp T CK cancer New 3 Tap the ShortCut Text area and enter the text that you want to appear when you write the ShortCut characters Tip You may want to add a space space character after the last word in your ShortCut text This way a space automatically follows the ShortCut text 4 Tap OK Tip To use a ShortCut draw the ShortCu
160. n In simple terms the Expense application is designed to move Expense data from your handheld into a Microsoft Excel spreadsheet Each Expense item stored in your handheld represents a group of related data You can associate the following data with an expense item m Category m Payment Currency m Date m Vendor m Expense Type 7 City m Amount E Attendees m PaymentMethod m Note When you perform a HotSync operation between your handheld and Palm Desktop software on your computer the Expense data is stored on your computer in a file named Expense txt When you open the Expense application in Palm Desktop software an Excel macro starts and populates an expense template with your data based on the rules specified in a spreadsheet file named Maptable xls The Maptable xls file is an editable spreadsheet that functions as a mapping table The function of the mapping table is to guide the Excel macro in extracting the Expense data The mapping table tells the Excel macro how large the spreadsheet is and provides the data cell layout of the Excel template used for the Expense Report Appendix C Page 249 Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software These templates are stored in the Template folder which is in the same folder as the Palm Desktop software application If the layout of one or more of these templates is appropriate for your reporting needs you ca
161. n or moisture Under extreme conditions water may enter the circuitry through the front panel buttons In general treat your handheld as you would a pocket calculator or other small electronic instrument Take care not to drop your handheld or subject it to any strong impact Do not carry your handheld in your back pocket if you sit on it you may damage it Protect your handheld from temperature extremes For example do not leave your organizer on the dashboard of a car on a hot day or on a day when temperatures are below freezing and keep it away from heaters and other heat sources Do not store or use your handheld in any location that is extremely dusty damp or wet Use a soft damp cloth to clean your handheld If the surface of the handheld screen becomes soiled clean it with a soft cloth moistened with a diluted window cleaning solution Appendix A Page 227 Battery considerations Please note the following considerations for the battery in your handheld Under normal conditions your handheld battery should remain charged by placing it in the cradle for just a few minutes each day You can conserve battery life by minimizing the use of the backlight feature and changing the Auto off setting that automatically turns the handheld off after a period of inactivity See General preferences in Chapter 8 for more information If the battery becomes low in the course of normal use an alert appears on the handheld sc
162. n archive file 76 system requirements 4 Index Page 267 See also PIM Dialing 115 Digitizer 15 203 237 DNS Domain Naming System 217 Double booked events 107 Draft e mail 155 Dragging memos into other applications 71 stylus to activate features 201 using the stylus 15 E Editing records 73 75 unsent e mail 154 E mail addresses in Address Book 113 114 looking up 150 151 E mail items See Mail Entering data 21 24 importing from other applications 39 41 problems with 237 using Graffiti writing 29 37 using Note Pad 38 using the computer keyboard 38 using the onscreen keyboard 37 Entries See Address Book Eudora 144 Euro displaying on desktop computer 138 in Expense 135 136 in Graffiti writing 35 in onscreen keyboard 22 printing 138 problems with 238 Events See Date Book Excel transferring Expense data to 137 141 Exchange 144 Exchanging data See HotSync Exclamation marks in To Do List 121 Expansion adding hardware 9 59 using cards 59 65 Expansion Card applications 60 copying applications 61 deleting applications 62 formatting 64 inserting 59 removing 60 renaming 64 Expense adding Address Book data to records 89 90 categorizing records 83 conduit for synchronizing 178 creating records 73 132 currency 134 135 date of item 133 defining new currency 136 deleting records 75 104 menus 141 notes for records 94 95 opening 72 overview 72 purging records 76 77 receipt details 134 reports in E
163. n create entries on your handheld or you can use Palm Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation Palm Desktop software also has data import capabilities that enable you to load database files into Address Book on your handheld Chapter 5 Page 111 See Importing data in Chapter 2 and Palm Desktop online Help for more information To create a new Address Book entry 1 Press the Address Book application button onthe front of your handheld to display the Address list Tap New Cursor at Last name Address Edit Unfiled Abrams Liz 650 454 6121 EBS Adams Ben 408 772 1900 W Beckman Rachel 510 532 0746 Bertolli Marcus 213 422 1363 W Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 W Chu Byron 213 343 9801 Conner Sandy 301 933 6833 W Look Ups tF Tap New Enter the last name of the person you want to add to your Address Book Note The handheld automatically capitalizes the first letter of each field except numeric and e mail fields You do not have to use the Graffiti capital stroke to capitalize the first letter of the name Use the Next Field Graffiti stroke to move to the First Name field Next Field j Tip You can also move to any field by tapping it directly Enter the p
164. n easily customize the templates with your company name and other information To customize a sample Expense Report template 1 Make a backup copy of the contents of the Template folder Template ojx Eile Edit View Help yo a 8 Datalistxit Samplelxit Sample2 xit Sample3xtt Sample4 xit 5 abject s 174KB Z 2 Double click the name of the sample template you want to modify to open it in Microsoft Excel 3 Make any changes that you want to the names or other information in the sample template Important Do not insert rows or columns in the sample template Doing so changes the way your Expense data maps to the template and causes errors If you want to move the cells to a different location or add or delete rows or columns you have to make changes to the Maptable xls file Note You can insert your own company logo without changing the Maptable xls file If you change the file name however you need to make a corresponding change in the Maptable xls file You can also rename cells without changing the Maptable xls file provided that the expense type corresponds to your handheld data For example you can change Snack to Munchies and then all items entered on your handheld as Snack map to the cell s labeled Munchies 4 From the File menu choose Save As Page 250 Creating a Custom Expense Report 5 Click the Save as type drop down list and ch
165. nc Controls Serial Port Settings E HotSync Enabled Status HotSync is now using the PalmConnect USB This port cannot be used for printing faxing or AppleTalk networking while HotSync is enabled 6 HotSync Options Enable HotSync software at system startup O Show more detail in HotSync Log OG Disabled HotSync Enabled Disabled Enable HotSync software at system startup Show more detail in HotSync Log Activates the serial port monitor and prepares your Macintosh to synchronize with your handheld By default the serial port monitor is enabled whenever you start your Macintosh Keep this default if your HotSync cradle is always connected to a specific port USB serial or modem If however you use the same port for other devices besides the HotSync cradle disable the serial port monitor and then enable it manually only when you connect the cradle to perform a HotSync operation Activates the serial port monitor automatically each time you start your computer If this option is not checked you must open HotSync Manager and select the Enabled option before you can perform a HotSync operation Includes more troubleshooting information in the log that is generated when you perform a HotSync operation Page 174 Advanced HotSync Operations 3 If you are using the optional serial cradle click the Serial Port Settings tab and select any of the following options Note If you are
166. ncluded with Palm Desktop software and handheld software You need to activate the feature however on both Palm Desktop software and your handheld To prepare your computer for a network HotSync operation 1 Click the HotSync Manager icon in the Windows system tray 2 From the HotSync Manager menu choose Network Local USB Local Serial Modem Network Setup Custom Eile Link View Log About Help Exit 3 From the HotSync Manager menu choose Setup Page 192 Advanced HotSync Operations 4 Click the Network tab and make sure your user name has a check mark next to it If the check mark is not there click the check box next to your user name General Local Modem Network Checked users make this their Primary PC for performing a Network HotSync operation MArthur Manzi Tiziana Perinotti TCP IP Settings 5 Click OK 6 Put your handheld in the cradle and perform a HotSync operation The HotSync operation records network information about your computer on your handheld With this information your handheld can locate your computer when you perform a HotSync operation over the network To prepare your handheld for a network HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options then tap Modem Sync Prefs 5 Tap Network Modem Sync Preferences Chapter 7 Page 193 6 Tap OK 7
167. nd Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column Use the onscreen scroll arrows to scroll to the event Spotting event conflicts With the ability to define specific start and end times for any event it s possible to schedule events that overlap an event that starts before a previous event finishes An event conflict time overlap appears in the Week View as overlapping bars The Day View displays overlapping brackets to the left of the conflicting times q Week 29 gt SMT WT F S 14 15 16 17 18 19 20 Jul 19 02 KIBDGOG BC 9 00 8 00 10 00 10 00 11 00 12 00 12 00 1 00 D 2 00 Event ____ j 2 00P conflicts 3 00 4 00 6 00 Working in Month View The Month View screen shows which days have events scheduled Dots and lines in the Month View indicate events repeating events and untimed events Chapter 5 Page 107 Previous next month Dashed line indicates continuous event Dashes on right side indicate events Crosses below date indicate untimed events or View button You can control the dots and lines that appear in the Month View See Options menu later in this chapter Tips for using Month View Keep the following points in mind m Tap a day in the Month View to display that day in the Day View m Tap the scroll arrows in the upper right corn
168. nd synchronizes the data in the folder of the same name Note Be sure you select the correct user name from the User pop up before entering data on Palm Desktop or performing a HotSync operation If you are a System Administrator preparing several handhelds for a group of users you may want to create a user profile See Creating a user profile in Chapter 7 before performing the following steps Important You must perform your first HotSync operation with a local direct connection or with infrared communication Page 80 Using Your Basic Applications The following steps assume that you have already installed Palm Desktop software See Palm Desktop software in Chapter 1 if you have not installed this software To perform a local HotSync operation on a Macintosh 1 Place your handheld on the HotSync cradle 2 Make sure HotSync Manager is enabled Double click the HotSync Manager icon in the Palm folder Click the HotSync Controls tab and make sure the Enabled option is selected 3 Press the HotSync button on the cradle The HotSync Progress dialog box appears followed by the Se lect User dialog box 4 In the Select User dialog box select the user name you entered when you installed the Palm Desktop software and click OK Chapter 5 Page 81 Please select a user User Arthur Manzi New User Cancel The HotSync
169. nd then tap Font 4 Tap the font style you want to use Select Font Font Tap here for bold font Tap here for large font Tap here for small font 5 Tap OK Reviewing Reminders You can set alarms to notify you of appointments notes and alarms in Date Book Note Pad and Clock When an alarm occurs your handheld displays a reminder message If you tap Snooze in response to an alarm message your handheld reminds you of the alarm again in five minutes The Reminder screen displays alarms that await attention 10 15am Reminders O 10 15 am Today Clock Alarm O 3 10 15 am 11 00 am Today Review schedules To respond to reminders do one of the following 1 Select an item s check box to clear the item 2 Tap an item either the icon or the text description to open the application where the alarm was set The application opens to the entry associated with the alarm 3 Tap Done to close the reminder list and return to the current screen An attention indicator will blink in the upper left corner of the screen tap it to view the reminder list again 4 Tap Snooze to see the list again in five minutes Page 96 Using Your Basic Applications 5 Tap Clear All to dismiss all reminders in the list Note If you tap Done or Snooze and view the reminder list later the current time displays in the Reminder bar and the original alarm time displays with each list item Application specific tasks
170. nd times display for each event but blank time slots toward the bottom of the screen disappear to minimize scrolling m Month View settings These check boxes apply to the Month View of the Date Book You can activate any or all of these settings to show that you have Timed Untimed or Daily Repeating events in the Month View only Page 110 Using Your Basic Applications Preferences Start Time End Time O Alarm Preset Alarm Sound w Alert Remind Me w 3 Times Play Every w 10 minutes m Start End Time Defines the start and end times for Date Book screens If the time slots you select do not fit on one screen you can tap the scroll arrows to scroll up and down m Alarm Preset Automatically sets an alarm for each new event The silent alarm for untimed events is defined by minutes days or hours before midnight of the date of the event Alarm Sound Sets the tone of the alarm Remind Me Defines how many times the alarm will occur after the initial occurrence The choices are Once Twice 3 Times 5 Times and 10 Times m Play Every Defines how often the alarm sounds The choices are Minute 5 minutes 10 minutes and 30 minutes About Date Shows version information for Date Book Book Address Book Address Book is the application in which you store name and address information about people or businesses Creating an Address Book entry A record in Address Book is called an entry You ca
171. ng memos 126 sorting records 91 238 Memory amount of free 248 for beaming 246 Calculator 128 regaining 76 236 Memos See Memo Pad Menus 19 21 237 Address Book 115 choosing 19 command equivalents Graffiti writing 20 command toolbar 20 Date Book 109 131 Edit menu 74 75 Expense 141 Mail 166 Memo Pad 125 127 129 menu bar 16 19 Network Preferences 221 To Do List 121 Microsoft Excel transferring Expense data to 137 141 Exchange 144 Outlook connecting to 14 240 MMC card 3 See also Expansion Card Modem HotSync operations via 186 191 242 244 initialization string 208 Monday to start week 204 Month Date Book view 107 110 Moving the cursor Graffiti writing 36 MPA Memo Pad archive file 39 MultiMedia Card 3 See also Expansion Card Network connecting 214 connection type 216 HotSync operation 192 195 idle timeout 216 login scripts 218 221 password 210 phone settings 212 preferences 209 222 primary DNS 217 secondary DNS 217 selecting connection 211 selecting service 209 TCP IP 209 user name 210 Note Pad alarm 123 copying notes into other applications 70 entering data 38 menus 125 opening 70 overview 70 reviewing notes 122 Notes attaching to records 94 95 Numbers decimal point and thousands separator 204 Graffiti writing 33 onscreen keyboard 16 37 Index Page 271 O 1 2 3 for expense reports 257 Onscreen keyboard 22 37 75 pen stroke to open 201 Opening Address Book 69
172. ng one of the following m Tap the day of the week that you want in the date bar at the top of the screen If necessary tap the Previous week or Next week scroll arrows to move to another week Previous Next week week Jul 24 02 KIBDG GEE Tap to select a day of the current week 9 00 Tip You can also use the scroll button on the front panel of your handheld to move forward or backward one day at a time m Tap Go To at the bottom of the screen to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar Chapter 5 Page 99 Previous year Next year Go to Date an Feb Mor apr May Jun ROP Ho Select a BAI Fs Sep Oct Nov Dec TW T FS 2 3 4 5 6 Tap to selecta 3 10 11 12 13 day 16 17 18 19 20 23 WSP 25 26 27 Tap to select current date Tip In the Go to Date dialog box you can also use the scroll button on the front panel of the handheld to move forward or backward one month at a time 2 After you locate the date follow the steps for scheduling an event for the current day To schedule an untimed event 1 Select the date that you want for the event as described in To schedule an event for another day 2 Tap New 3 Tap No Time so that no start or end times are defined for the new event Set Time 1 2 3 4 5 6 7 3 9 Tip You can also create a new untimed event by making sure no event is selected and then writing lett
173. ng the onscreen keyboard ssssessssssssstsrtssstesttssstertessserstssseestes 37 Using Note Padne s iiaa Abars ra Era a E AEE 38 Using your computer keyboard ss sssssssssssessiessesississtestessesieseesenss 38 Importti g data scisesesvcciisesssvesdsaesisvestesiaisvettsientassstesseduisdeadsive cdeadstet sei 39 Contents Page v Importing data from a Windows computer eee 39 Importing data from a Macintosh cece seeceeseesescteeeeeeeeeees 40 Chapter 3 Managing Your Applications 43 Using the Applications Launcher nu sseseseeeesesesessenees 43 Selecting applications c cscvescccssecseetisareesestosseecstspstvaateteaseseecetes 43 Switching between applications ccccccceceseeteteeeceeesesestenens 43 Categorizing applications 0 0 eee cece cece ceeeeeneeeeeeenens 43 Changing the Applications Launcher display 0 ccccc 44 CHOOSING preferences insiso iji e S Eea E giS 45 Installing and removing applications sssssssssssssssessesrertersessesseee 46 Installing add on applications s ss sssssssssssssstsssesstsstssstesttesnersesnee 46 Removing applications ss sssssessessisiesesriesiestessssresiesiestsssesteseenes 50 Removing Palm Desktop software sssssssssssissssssesississesseeseeseses 51 DECULILY rising ennaa n Maes Secs aE E ANS 52 Assigning a PASSWOT osiin cece eset rasana eapi iat aaasta ESS 52 Changing or deleting a password ssssssssssissessssressisriss
174. nother application Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications In this section you learn the procedures for creating letters numbers punctuation and symbols as well as some Graffiti tips and tricks Writing Graffiti characters Most people find they can enter text quickly and accurately with only minutes of practice Graffiti writing includes any character you can type ona standard keyboard The Graffiti strokes closely resemble the uppercase letters of the regular alphabet which makes Graffiti writing easy to learn There are four basic concepts for success with Graffiti writing m If you draw the character shape exactly as shown in the tables later in this chapter like the shapes shown in the following diagram you achieve 100 accuracy m The heavy dot on each shape shows where to begin the stroke Certain characters have similar shapes but different beginning and end points Always begin the stroke at the heavy dot you should not create the heavy dot it is only there to show you where to begin the stroke m Most characters require only a single stroke When you lift the stylus from the Graffiti writing area your handheld recognizes Chapter 2 Page 29 and displays the text character immediately To accomplish single strokes some Graffiti strokes are portions of the regular alphabet equivalents The Graffiti w
175. ns Opens a dialog box and prompts you to enter text of some kind for example a password or a security code Identifies the last line in the login script 4 Repeat steps 2 and 3 until the login script is complete 5 Tap OK Page 220 Setting Preferences for Your Handheld Plug in applications You can create plug in applications containing script commands that extend the functionality of the built in script commands A plug in application is a standard PRC application that you install on your handheld just like any other application After you install the plug in application you can use the new script commands in a login script Plug in applications have the following characteristics m Written in C language Compiled into a device executable Called properly from a login script Able to return control to a login script after it terminates Created using a development environment that supports Palm OS software such as Metrowerks CodeWarrior for Palm Platform For additional information on creating plug in applications send e mail to Palm Developer Support at devsupp palm com Deleting a service template There is only one way to delete a service template use the Delete command from the Service menu To delete a service template Tap the Service pick list 1 2 Tap the service template you want to delete 3 Tap the Menu icon 4 Tap Service and then tap Delete 5 Tap OK Network preferences men
176. ns Selecting HotSync setup options You can choose when you want HotSync Manager to run If necessary you can adjust the local and modem HotSync settings as well To set the HotSync options on a Windows computer 1 Click the HotSync Manager icon in the Windows system tray 2 Choose Setup General Local Modem Network HotSync Manager C Available only when the Palm Desktop is running C Manual you start the HotSync Manager yourself Cancel Apr Help Chapter 7 Page 171 3 Click the General tab and select one of the following options Always available Available only when Palm Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your handheld With this option the HotSync Manager synchronizes data even when Palm Desktop software is not running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop Desktop software software is running Manual Monitors requests only when you select HotSync Manager from the Start menu Tip If you re not sure which option to use keep the default setting Always available 4 If you are using a serial cradle click Local tab to display the settings for the connection between your computer and the handheld cradle and adjust the following options as needed Note If you are using the USB cradle you do not need to use the settings on the Local tab for
177. ns that are ready to be further defined the list varies depending on the kind of software you ve added to your handheld For example a modem connection appears on the list If you have this modem you only need to specify the phone setup and network connection if required to complete the configuration Note You can purchase a PalmModem accessory for use with your handheld See http www palm com You can also create custom configurations which include the following PC via Cradle Cable A local HotSync connection the im direct connection between your handheld and your desktop computer Your handheld is connected by its universal connector to the cradle and the cradle is attached by its cable to a USB port of your desktop computer If you are using the optional serial cradle the cradle attaches by its cable to a serial COM port of your computer Page 206 Setting Preferences for Your Handheld Modem via Cradle Cable A cable connection between your handheld s universal connector and a modem for dialing in to a modem that is part of your computer or laptop PC via Infrared A connection between the IR port of your handheld and the infrared device of your computer or laptop Modem via Infrared A connection between the IR port of your handheld and a modem The modem can be attached to or within a mobile phone or some other devic
178. ns with different mapping you create corresponding additional lines to the mapping table file named Maptable xls This procedure is explained later in this appendix If a section contains cells for prepaid company paid expenses you need to create an additional line in the mapping table for prepaid This will count as an additional section in the mapping table The only data that differs in the prepaid section from the non prepaid section is the row column numbers for the expense type Analyzing your custom Expense Report If you already have a custom Excel expense report you can use it with a modified mapping table However before you can create a Maptable xls file that corresponds to your custom Expense Report you must first analyze the characteristics of your report Perform the following before you begin a custom mapping table m Print a copy of your custom expense report Activate the Row and Page 252 Creating a Custom Expense Report Column Headings option in the Sheet settings of the Page Setup command This enables you to quickly determine the size of the Section s as well as the numbers for the start rows and columns m Onthe printed copy identify the data Sections A Section is an area of data with common row and column formatting A yellow highlighter marking pen can make it easy to see the Sections as you work with programming the mapping table Your custom Expense Report can contain any number of Sections an
179. nt to change Chapter 5 Page 113 Address Edit Last name Cart Unfiled City hs Yv 4 Select a new label Tap triangle Address Edit Unfiled Last name Carter Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry To open the Address Entry Details dialog box 1 Tap the entry whose details you want to change 2 Tap Edit 3 Tap Details Address Entry Details Show in List w Work Category w Unfiled Private O Li 4 Select any of the following settings Show in List Category Private Select which type of phone or other information appears in the Address list screen Your options are Work Home Fax Other E mail Main Pager and Mobile The identifying letters W H F O M or P appear next to the record in the Address list depending on which information is displayed If you select E mail no identifying letter is displayed Assign the entry to a category Hide this entry when Security is turned on Page 114 Using Your Basic Applications Address Book menus Address Book menus are shown here for your reference and Address Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displ
180. nufac turer s instructions and in accordance with your local regulations Varning Eksplosionsfara vid felaktigt batteribyte Anv nd samma batterityp eller en ekvivalent typ som rekommenderas av apparattillverkaren Kassera anvant batteri enligt fabrikan tens instruktion Advarsel Lithiumbatteri Eksplosionsfare ved fejlagtig handtering Udskiftning ma kun ske med batteri af samme fabrikat og type Lev r det brugte batteri tilbage tilleverandoren Varoitus Paristo voi r j ht jos se on virheellisesti asennettu Vaihda paristo ainoastaan valm istajan suosittelemaan tyyppiin H vit k ytetty paristo valmistajan ohjeiden mukaises ti Page 262 Product Regulatory Information Advarsel Eksplosjonsfare ved feilaktig skifte av batteri Benytt samme batteritype eller en tils varende type anbefait av apparatfabrikanten Brukte batterier kasseres i henhold til fab rikantens instruksjoner Waarschuwing Bij dit produkt zijn batterijen geleverd Wanneer deze leeg zijn moet u ze niet weggoo ien maar inleveren als KCA Uwaga Nie kroi lub przekluwa baterii ani nie wrzuca ich do ognia Moga sie rozerwa lub wybuchn wydzielaj c truj ce rodki chemiczne Zuzytych baterii nale y pozbywa sie w spos b opisany przez producenta i zgodnie z miejscowymi przepisami Nowe baterie powinny by tego samego lub analogicznego typu co baterie zalecane w instrukcji obslugi kieszonkowego komputera Philips Regenera
181. o display on that line Currency By Vendor 3 Tap OK to close the Select Currencies dialog box 4 Tap OK To change your default currency 1 Open Expense 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Default Currency pick list 5 Tap the currency symbol you want to appear in Expense Chapter 5 Page 135 Preferences a E Use automatic fill when entering data Default Currenc E DM Edit currencies 6 Tap OK Defining a custom currency symbol If the currency you want to use is not in the list of countries you can create your own custom country and currency symbol To define a custom currency symbol 1 Tap the Menu icon 2 Tap Options and then tap Custom Currencies 3 Tap one of the four Country boxes Custom Currencies Create your own custom currencies by tapping on the country name below Tap a Country box 4 Enter the name of the country and the symbol that you want to appear in Expense Currency Properties 5 Tap OK to close the Currency Properties dialog box 6 Tap OK Note Ifyou want to use your custom currency symbol as the default for all Expense items select the symbol in the Preferences dialog box If you want to use your custom currency symbol only for a particular Expense item select the symbol in the Page 136 Using Your Basic Applications Receipt Details dialog box associated with that item Show O
182. oO Tap the Menu icon Tap Card and then tap Rename Card gr aS Ger OI a Enter the new name for the card Rename Card New Card Name 6 Tap Rename Formatting a card Formatting a card destroys all its data and prepares it to accept new applications and data 1 Tap the Applications icon 2 Tap the Card Info icon 9 3 Tap the Menu icon 4 Tap Card and then tap Format Card 5 Tap OK Card Info menus Card Info menus are shown here for your reference and Card Info features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Card menus Rename Card R Format Card F Help H About Card Info Page 64 Using Expansion Features Help Provides help text About Card Shows version information for Card Info Info Chapter 4 Page 65 Page 66 Using Expansion Features Chapter 5 Using Your Basic Applications Your handheld includes these basic applications Date Book Address Book To Do List Note Pad Memo Pad Clock Calculator Expense This chapter is divided into three sections m Overview of basic applications briefly describes each application and explains how to open it m Common tasks gives instructions on how to do tasks that you can do in most or all of the basic applications It s easy to transfer what you learn in one application to the others bec
183. of your handheld 2 Write the information directly on the handheld screen 3 Tap Done Using your computer keyboard If you have a lot of data to enter or prefer to use the computer keyboard you can use Palm Desktop software or any supported PIM to enter information You can then perform a HotSync operation to synchronize the information on your computer with the information on your handheld Most of the applications that came with your handheld are also available in Palm Desktop software and in most PIMs so you don t need to learn different applications For more information on entering data on your computer refer to the Page 38 Entering Data in Your Handheld online Help in Palm Desktop software the Quick Tour in Palm Desktop software for Windows users and the Palm Desktop Software for the Macintosh User s Guide on the Palm Desktop software CD ROM Importing data If you have data stored in computer applications such as spreadsheets and databases or if you want to import data from another handheld you can transfer the data to your handheld without having to key it in manually Save the data in one of the file formats listed below import it into Palm Desktop software and then perform a HotSync operation to transfer the data to your handheld Importing data from a Windows computer Palm Desktop software can import data in the following file formats Comma delimited csv txt Address Book and Memo Pad only
184. old separately 25 MB available hard disk space 6 MB free RAM Optional equipment Modem such as an add on modem accessory Printer compatible with your computer and its operating system Infrared communication device Secure Digital SD or MultiMedia Card MMC expansion cards sold separately HotSync Cable which enables you to perform HotSync operations without your cradle sold separately available with either a USB or serial connector Page 4 Introduction to Your Handheld Palm m500 series components Locating front panel controls IR port IR port Power button Backlight control LED indicator Screen Power button Backlight control LED indicator Graffiti writing area Scroll buttons Application buttons Uses infrared technology to transmit data to and receive data from other Palm OS handhelds and to perform HotSync operations See Beaming information in Chapter 6 and IR HotSync operations in Chapter 7 for more information Turns your handheld on or off and controls the backlight feature If your handheld is turned off pressing the power button turns the handheld on and returns you to the last screen you viewed If your handheld is turned on pressing the power button turns the unit off Pressing the power button for about two seconds turns the backlight on or off The power button also lights steadily when the handheld is charging in the cradle and blinks
185. omputer The data file is named Expense txt and is stored in the Expense folder within the folder containing the handheld user data Expense data in the Expense txt file is in tab delimited format Appendix C Page 257 Expense file details The Expense txt file contains four groups of data It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application Trips Shows the number of Expense application categories and lists each one followed by an end statement Currency Shows how many currencies were used for the Expense data and lists the countries that correspond to that currency Trip Shows the number of expenses by category and lists the expenses for each category Expenses Shows the total number of expenses and lists them chronologically Page 258 Creating a Custom Expense Report Appendix D Non ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non ASCII characters It is provided for advanced users who understand the use and requirements of such characters in a custom login script Use of char You may use the caret to transmit ASCII command characters If you send char and the ASCII value of char is between and _ then the character is automatically translated to a single byte value between 0 and 31 For example M is converted to a carriage return If char is a value
186. oose Template xlt 6 Navigate to the Template folder in the Palm Desktop software directory Note Ifyou do not need to change the Maptable xls file save the template file with its original file name e g Sample2 xlt If you do need to change the Maptable xls file give your modified template a unique name Be sure to use the xlt file suffix which defines the file as a Microsoft Excel template 7 Click Save to save your modified template and make it available for future use Note If you need to modify the Maptable xls file you must do this before you can use the modified template with your Expense data To modify the Maptable xls file for your new template see Programming the mapping table later in this appendix Read all of the sections of this appendix before making changes to the Maptable xls file Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report Labels There are two kinds of labels that you need to define for your report day date and expense type Each kind of label can be either Fixed or Variable A Fixed label means that the label always appears as a header at the beginning of a row or column If a label is not Fixed it is variable For example a list table of expenses could have variable labels in the rows for day date and variable labels in the columns for expense type In th
187. opens a new note so that you can begin writing immediately Page 70 Using Your Basic Applications Note Pad button Note Press the Note Pad application button repeatedly to cycle through the categories in which you have items Memo Pad Memo Pad provides a place to take notes that are not associated Q with records in Date Book Address Book or To Do List In Memo Pad you can do the following m Use Graffiti characters to store memos lists or any other text message on your handheld m Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm Desktop software and HotSync technology m Assign memos to categories so that you can organize and view them in logical groups m Write down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad 1 Tap the Applications icon O 2 Tap the Memo Pad icon Calculator Calculator enables you to perform addition subtraction multiplication division and square root operations In Calculator you can do the following m Perform basic calculations m Store and retrieve values m Display the last series of calculations which is useful for confirming a series of chain calculations Chapter 5 Page 71 To open Calculator m Tap the Calculator icon amp next to the Graffiti writing area Calculator a icon Ex
188. opriate driver for your phone To use this feature you must use Palm Mobile Connectivity Software Chapter 8 Page 199 Web Configure your handheld to make a wireless internet Clipping connection To use this feature you must use Palm Mobile Connectivity Software Viewing preferences To open the Preferences screens 1 Tap the Applications icon O 2 Tap the Preferences icon 3 Tap the pick list in the upper right corner of the screen 4 Select the Preferences screen you want to view Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the handheld For example if you find that you seldom use To Do List and often use Expense you can assign the To Do List button to start Expense Any changes you make in the Buttons Preferences screen become effective immediately you do not have to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher To change the Buttons preferences 1 Tap the pick list next to the button you want to re assign eee Buttons Select an application to customize each button g w Date Book w Note Pad Tap arrow to show pick list 2 Tap the application that you want to assign to the button Page 200 Setting Preferences for Your Handheld Tip To restore all of the buttons to
189. optional However when you use it with your handheld and the built in HotSync technology you can fully synchronize the information on your handheld with the information on your computer It is a good idea to back up your data in case something happens to the data on your handheld Changes you make on your handheld or Palm Desktop software appear in both places after you synchronize With Palm Desktop software you can do the following m Work with your handheld applications on your computer Palm Desktop software duplicates the Date Book Address Book To Do List and Memo Pad applications on your handheld so you can view enter and modify any data stored on your handheld You cannot modify Note Pad data in Palm Desktop software m Back up the data stored on your handheld with HotSync technology and synchronize the data on your Palm Desktop software Synchronization is a one step procedure that ensures your data is always safe and up to date See Exchanging and updating data HotSync operations in Chapter 5 for more information m Import and export data so you can easily transfer data from other desktop applications into Date Book Address Book To Do List and Memo Pad See Importing data in Chapter 2 for more information m Print your Date Book Address Book To Do List and Memo Pad information on any printer Page 12 Introduction to Your Handheld Installing Palm Desktop software The following instructions gu
190. ou can order a 9 pin serial cradle and the following types of adapters 25 pin serial adapter for use with Windows computers or a Macintosh serial adapter To order a HotSync cradle or adapters go to the web site http www palm com Palm Desktop software is supplied on a CD ROM disc If you do not have access to a CD ROM drive for your computer you can download the Palm Desktop software from http www palm com P N 406 2907 A US Page iii Page iv Handbook for Palm m500 Series Handhelds Contents About This Book ccccccceeeeeneeeeneeeeneeneeeenseeeneeeeneenenees 1 Chapter 1 Introduction to Your Handheld 3 Getting to know your Palm m500 series handheld 3 What is a Palm m500 series handheld cccccceesecessessecesseeeees 3 SYSTEM FEQUITEMENHS ii iieii i a aE E 4 Palm m500 series components sssessssissiesesssestesrierersesrressessestess 5 Upgrading from another Palm OS handheld cesses 9 Preparing to use your handheld uu cece ee eeeeneeseseeneeeseseseees 9 Connecting the HotSync cradle cccccccecsscceceseseeceeseseenetestenetenens 10 Charging your handheld ceeeesssessesesseeseseseeneeees 11 Palm Desktop software ccccccc secs cet ceessseeseesesesestseseeesees 12 Using your handheld with another PIM cccccssesesseeseeneens 14 Tapping and typin gisis ia E R E R A a 15 Tap with the stylus to get things done ss sssssssssssesssssssertssssts
191. ows version information for Memo Pad Pad Chapter 5 Page 127 Calculator The Calculator includes several buttons to help you perform calculations Clears the entire calculation and enables you to begin a fresh calculation Clears the last number you entered Use this ce button if you make a mistake while entering a number in the middle of a calculation This button enables you to re enter the number without starting the calculation over Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number in memory Each new number you enter with the M button is added to the total already stored in memory The number that you add can be either a calculated value or any number you enter by pressing the number buttons Pressing this button has no effect on the current calculation or series of calculations it merely places the value into memory until it is recalled Z Page 128 Using Your Basic Applications Recalls the stored value from memory and inserts it in the current calculation Clears any value that is stored in the Calculator memory Calculates the square root of a number Enter the number then tap the square root button DHE Recent Calculations The Recent Calculations command enables you to review the last series of calculations and is particularly useful for
192. p Mail on the desktop ccccccccesssesesssteteeeceseseseseenens 144 Synchronizing Mail with your E Mail application 146 Opening the Mail application on your handheld 0 146 Viewing e mail Items T oiei cssescsesteneteseseeeeneneeceeeenesesnenenenes 146 Cr ating e mail items iiss tists asst asii 147 Looking up an address 0 cecccccccccsssesesteteeececeteseecenenenesesesneneseeeees 150 Adding details to e mail items 0 ee eee eee teenies 151 Storing e mail to be sent later cece teteteeeceeeseseeeenens 154 Editing unsent eMail eenaa aae i 154 Draftezmail oerdien aa e r a a aia a oaa g 155 Filinie mail sesetsctnmeneeni oaa nel deatil eatin 156 Deleting email siesau enarrare eaa a E aaas iarain taS 157 Removing e mail from the Deleted folder 0 0 0 cece 157 Purging deleted e mail isisisi iisip ai 157 Message list OPtiONS ccccesesseseesceeeseseeceneesesesesneneseeceeeseseeeenans 158 HotSync OPtiONns eerta syn Taa e A e araa aTa EEPE EE nk 159 Creating sp cial filt rfs ssnysnniiesisiasspinass insna 161 Truncating e mail items s sssssssesseessessestertiseessestsnsissessesrenressesses 165 Mailimen ussinnisa ae a a a a aa ra BA 166 Beaming information ssis sissit siiiitsinisis iiias earieinoii saii iesistie Sre 167 Contents Page vii Chapter 7 Advanced HotSync Operations 171 Selecting HotSync setup Options ccccceceesessetesceteesssesneeseseenes 171 Customizing Ho
193. pense 3 Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer In Expense you can do the following m Record dates types of expenses amount spent payment method and other details associated with any money that you spend m Assign expense items to categories so that you can organize and view them in logical groups m Keep track of vendors companies and people involved with each particular expense Log miles traveled for a particular date or expense category Sort your expenses by date or expense type Transfer your expense information to a Microsoft Excel spreadsheet version 5 0 or later on your computer Microsoft Excel is not included in the handheld package To open Expense 1 Tap the Applications icon 2 Tap the Expense icon Clock Clock enables you to view the current time and date and to set an alarm In Clock you can do the following m View the current time and date m Open a preferences screen where you can set the time and date for Page 72 Using Your Basic Applications all the applications on your handheld m Set an alarm To open Clock 1 Tap the Applications icon O 2 Tap the Clock icon Q Tip You can also tap the clock icon inthe upper left corner of the Graffiti writing area to open clock Common tasks The tasks described in this section use the term records to refer to an individual item in any of
194. pick list and select the sound level Note The Game Sound setting works only with games that are programmed to respond to this setting Older games typically do not respond to this setting Alarm Vibrate and LED settings You can set alarms in Date Book Clock and Note Pad to remind yourself of important meetings or notes When you enable the Alarm Vibrate and LED settings your handheld vibrates and the LED indicator blinks to notify you of alarms This is useful for situations where you want to turn the Alarm Sound off but still be notified of alarms To set Alarm Vibrate and LED switches 1 Tap the Alarm Vibrate pick list and select On or Off 2 Tap the Alarm LED pick list and select On or Off Chapter 8 Page 205 Beam Receive You can choose to turn off the Beam Receive feature This prohibits anyone from beaming information to your handheld It also results in a slight saving of battery power To change the Beam Receive setting m Tap the Beam Receive pick list and select On or Off Date and Time preferences The Date and Time Preferences screen enables you to set the date time time zone and Daylight Saving option on your handheld See Customizing your handheld in Chapter 1 for information about using this screen Connection preferences The Connection Preferences screen enables you to define the settings used to connect your handheld to other devices The screen displays a list of available configuratio
195. pick list in the upper right corner 2 Tap the e mail item you want to restore Page 156 Communicating Using Your Handheld 3 Tap Edit to display and modify the item Tip After you display and modify the e mail item you can send it save it as a draft or return it to the Filed folder Deleting e mail Your handheld stores deleted e mail in the Deleted folder until you perform the next HotSync operation If you delete an e mail item from the handheld it is also deleted from your desktop E Mail application when you perform the next HotSync operation To delete e mail 1 Open the e mail item you want to delete 2 Tap Delete 3 Ifyou selected the Preferences option to confirm deletion tap Yes Removing e mail from the Deleted folder You can reverse the deletion of an e mail item by removing it from the Deleted folder as long as you have not performed a HotSync operation or purged the contents of the Deleted folder To remove an e mail item you received from the Deleted folder 1 Inthe Message list tap Deleted from the pick list in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Undelete to move the selected item to the Inbox and mark it as read To remove an e mail item you created from the Deleted folder 1 Inthe Message list tap Deleted from the pick list in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Edit to display and modify the item No
196. place them if necessary On a Windows computer be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication See IR HotSync operations in Chapter 7 for details On a Macintosh make sure the infrared communications extensions have been installed in the Extensions folder inside the System Folder Next open the HotSync Software Setup window and be sure HotSync Manager is enabled and that the Local Setup Port is set to Infrared Port See IR HotSync operations in Chapter 7 for more information On your handheld be sure the HotSync application is set to Local with the option IR to PC Handheld Be sure the IR port of your handheld is aligned directly opposite to and within a few inches of the infrared device of your computer IR HotSync operations do not work after you receive a low battery warning Check the battery power of your handheld Recharge the internal battery Page 244 Frequently Asked Questions My handheld appears to freeze when I place it near my computer When I press the HotSync button on the cradle nothing happens on Palm Desktop software and my handheld times out When I perform a HotSync operation my information does not transfer to Palm Desktop software My handheld displays the message Waiting for sender when it s near my computer s infrared port Move your handheld away from the
197. ptions Show Options define the sort order and other settings that relate to your Expense items To open the Show Options dialog box 1 In the Expense list tap Show 2 Select any of the options 4 14 Taxi 4 14 Lunch Show Options Li 4 14 Hotel 4 14 Car Rental Sort by w Date Distance w Miles Show currency Sort by Enables you to sort expense items by date or type Distance Enables you to display Mileage entries in miles or kilometers Show Shows or hides the currency symbol in the currency Expense list 3 Tap OK Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your handheld Palm Desktop software enables you to view and print the data with your computer Note You need Microsoft Excel version 5 0 or later to view and print your Expense data using one of the provided templates Microsoft Excel is not included with the handheld package The procedures in this section also assume that you have installed Palm Desktop software See Palm Desktop software in Chapter 1 for more information Chapter 5 Page 137 Displaying the euro on your desktop computer When you perform a HotSync operation the euro symbol is transferred to your Desktop application like any other piece of data on your handheld The symbol appears in your Desktop application however only if you are using fonts that support the euro symbol These fonts are part of
198. puter is turned on and is connected to the outgoing phone line Make sure the modem you are using with your handheld has an on off switch Your handheld cannot wake up a modem that has an auto off feature Make sure the modem is connected properly to your computer and is connected to the incoming phone line On a Windows computer check the following Make sure Modem is checked in the HotSync Manager menu Confirm that the Setup String in the Setup dialog box configures your modem correctly You may need to select a different Modem Type or enter a custom Setup String Most modems have a Setup String that causes them to send initial connection sounds to a speaker You can use these sounds to check the modem connection Confirm that the Speed setting in the Setup dialog box works for your modem If you have problems using the As Fast As Possible option or a specific speed try using a slower speed Page 242 Frequently Asked Questions I tried to do a modem HotSync operation but it did not complete successfully continued m Make sure you are not running another program such as WinFax CompuServe or America Online that uses the serial port you selected in the Setup dialog box m Makesureyourmodem resets before you try again Turn off your modem wait a minute then turn it back on On a Macintosh check the following m Make sure Modem is selected on the Serial Port Settings tab in the HotSync
199. r 44 Lithium ion polymer battery 11 Locking the handheld with a password 54 56 202 223 Login scripts 218 221 259 Looking up Address Book data to add to other records 88 89 scrolling in Address list 86 to add to e mail addresses 150 151 Lost handheld contact for 113 records 238 Lotus 1 2 3 for expense reports 257 ce Mail 144 Organizer importing data from 39 Macintosh 218 Mail adding Address Book data to records 88 89 address lookup 150 151 attachments 161 BCC blind carbon copy 151 152 changing setup 146 closing 147 confirm delivery 151 154 confirm read 151 154 creating 147 149 deleting e mail 157 desktop configuration 144 146 draft e mail 155 editing unsent e mail 154 filing e mail 156 filtering options 159 165 folders 158 HotSync options 145 146 menus 166 opening 146 overview 143 144 priority of delivery 151 152 purging deleted e mail 157 158 recovering deleted 157 replying to e mail 149 sending 154 showing dates 158 signature 151 153 154 sorting 159 Page 270 Index synchronizing 146 truncating 165 viewing e mail 146 Maintenance information 227 Masking records 92 Memo Pad adding Address Book data to records 88 89 archive files mpa 39 categorizing records 82 conduit for synchronizing 178 creating records 73 125 deleting records 75 104 dragging memos into other applications 71 fonts 95 menus 127 129 opening 71 overview 71 private records 94 reviewi
200. rd your handheld displays the word Prompt in this field and asks you to enter a password during the login procedure Page 210 Setting Preferences for Your Handheld m Ifyou enter a password your handheld displays the word Assigned in this field and does not prompt you to enter a password during the login procedure Note If you are concerned about security select the Prompt option and do not enter a password To enter a password 1 Tap the Password field 2 Enter the password you use to log into your server Ce Network Enter password here Password Enter a password If you do not assigna password you will be asked for one when you connect 3 Tap OK Note The Password field updates to display the word Assigned Selecting a connection Use the Connection setting to select the method you want to use to connect to your Internet Service Provider or a dial in server See Connection preferences earlier in this chapter for information about creating and configuring connection settings To select a connection 1 Tap the Connection pick list iid Network Password i Tap here to display a list of available connections Connection Y Connect to SP 2 Tap the connection you want to use Chapter 8 Page 211 Adding telephone settings When you select the Phone field your handheld opens a dialog box in which you define the telephone number you use to connect with your
201. reen describing the low battery condition If this alert appears perform a HotSync operation to back up your data then leave your handheld in the cradle to recharge the unit This helps prevent accidental data loss If the battery drains to the point where your handheld does not operate it stores your data safely for about a week In this case there is enough residual energy in the battery to store the data but not enough to turn on your handheld If your handheld does not turn on when you press the power button you should recharge the unit immediately If your battery drains and you have the unit in an uncharged state for an extended period of time you can lose all of the stored data There are no serviceable parts inside your handheld so do not attempt to open the unit If you ever dispose of your handheld please dispose of it without damaging the environment Take your handheld to your nearest environmental recycling center Page 228 Maintaining Your Handheld Resetting your handheld Under normal circumstances you will not have to use the reset button On rare occasions however your handheld may no longer respond to buttons or the screen In this case you need to perform a reset to get your handheld running again Performing a soft reset A soft reset tells your handheld to stop what it s doing and start over again All records and entries stored in your handheld are retained with a soft reset After a soft reset
202. res that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Note Pad list or an individual note Record menus Record KI EEZ Edit Options New Note aN Delete Note zD Beam Note B Note screen Note Pad list Options menus Options B Record Edit ars Font F Alarm A Preferences ZR About Mote Pad About Note Pad Note screen Note Pad list Preferences Displays the Note Pad Preferences dialog box where you define the sort order for notes and the alarm sound About Note Shows version information for Note Pad Pad Memo Pad A memo can contain up to 4 000 characters The number of memos you can store is dependent only on the memory available on your handheld A record in Memo Pad is called a memo To create a new memo 1 Tap the Applications icon O 2 Tap the Memo Pad icon amp to display the Memo list 3 Tap New Chapter 5 Page 125 Unfiled Memo 6 of 6 1 11 22 Meeting minutes 2 Directions to Moscone Center 3 Plans for conference 4 Priorities on new project 5 To discuss Jose Ribera Tip In the Memo list screen you can also begin writing in the Graffiti writing area to create anew memo The first letter is automatically capitalized and begins your new memo
203. ring text For example to insert the full name and phone number for someone with the last name Williams write the Graffiti characters for Wi and then the Phone Lookup Command stroke L Assuming you have only one Address Book record that begins with Wi your handheld inserts the full name Fred Williams and its associated information If you have more than one name that begins with Wi the Phone Lookup screen appears and highlights the first record that begins with Wi For selected text Drag to highlight the text and then write the Phone Lookup Command stroke L Your handheld replaces the selected text and adds the name and its associated information Looking up names to add to expense records In Expense Lookup displays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record To add names to an Expense record 1 Z Tap the Expense record to which you want to add names Tap Details Chapter 5 Page 89 6 7 8 Sorting lists of records Receipt Details Category w Unfiled Type w Lunch Payment w Unfiled Currency vw Vendor Receipt Details Category w Unfiled Type w Lunch Payment w Mastercard Currency vw Vendor Rosie s Cafe CO Coal E ae g Tap Lookup OA Attendees The Attendees Lookup screen displays all the names in your
204. rinter port where you connected the modem cable m Modem Speaker Activates the modem s speaker If you are having trouble connecting turn on this option to make sure the modem connected to your Macintosh is responding to incoming calls Note You can set both Local and Modem settings and prepare your Macintosh to synchronize using the HotSync cradle or a modem However choosing both setups prevents you from using either port for other operations such as printing faxing or AppleTalk networking 4 Close the HotSync Software Setup window Chapter 7 Page 177 Customizing HotSync application settings For each application you can define a set of options that determines how records are handled during synchronization These options are called a conduit By default a HotSync operation synchronizes all files between the handheld and Palm Desktop software In general you should leave the settings to synchronize all files The only reason you might want to change these settings is to overwrite data on either your handheld or Palm Desktop software or to avoid synchronizing a particular type of file because you don t use it In addition to the conduits for Date Book Address Book To Do List Memo Pad and Expense Palm Desktop software includes System and Install conduits The System conduit backs up the system information stored on your handheld including Graffiti ShortCuts The Install conduit installs add on applicat
205. riting area is divided into two parts one for writing the letters of the alphabet and one for writing numbers The small marks at the top and bottom of the Graffiti writing area indicate the two areas Write letters here Write numbers here Division marks To write Graffiti letters 1 Tap the screen where you want your text to go Note You need to tap above the Graffiti writing area and must see a blinking cursor before you write the text Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two different stroke shapes available for some letters For these letters choose the one that s easiest for you Lift stylus here Start stroke at heavy dot As you ll see later you use the same shape to create both the uppercase and lowercase version of a letter 3 4 Position the stylus in the left hand side of the Graffiti writing area Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables Lift the stylus from the screen at the end of the stroke shape Page 30 Entering Data in Your Handheld That s all there is to it When you lift the stylus from the screen your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen As soon as you lift the stylus from the screen you can begin
206. rom the HotSync menu choose Install Handheld Files Page 48 Managing Your Applications O Install Handheld Files i Destination amp gt Chess pre 150K Handheld B Photos pdb 263K Card 1 Application Info Tips The files in this list will be To add files to this list either To find other third party installed on your handheld device drag and drop them onto this applications and files for your the next time you perform a window or click the Add handheld device check out our HotSync operation button web site at http www palm com 4 From the User pop up menu select the name that corresponds to your handheld 5 Click Add to List 6 Select the Add on folder from the pop up menu Q Add on Macintosh HD Giraffe prc Eject Add File il v Show Handheld Files 7 Select the application you want to install 8 Click Add File to add the selected application to the Install Handheld Files list 9 If you need to change the destination of the application you are installing click Change Destination on the Install Handheld Files window and then use the arrows to move applications between your handheld and an expansion card Chapter 3 Page 49 Change Destination Handheld Card 1 HARDBALL PRC AY 10 Click OK to close the Change Destination window 11 Close the
207. rozen m Purge records from Date Book and To Do List This deletes To Do List items and past Date Book events from the memory of your handheld See Purging records in Chapter 5 You may need to perform a HotSync operation to recover the memory m Delete unused memos and records If necessary you can save these records See Deleting records in Chapter 5 m If you have installed additional applications on your handheld remove them to recover memory See Removing applications in Chapter 3 Your handheld is designed to turn itself off after a period of inactivity This period can be set at one two or three minutes Check the Auto off setting See General preferences in Chapter 8 Check the System Alarm and Game Sound settings See General preferences in Chapter 8 Check the Alarm LED setting See General preferences in Chapter 8 Check the Alarm Vibrate setting See General preferences in Chapter 8 Perform a soft reset See Resetting your handheld in Appendix A Page 236 Frequently Asked Questions Tapping and writing problems Problem When I tap the buttons or screen icons my handheld activates the wrong feature When I tap the Menu icon nothing happens I can t get my handheld to recognize my handwriting Solution Calibrate the screen See Digitizer preferences in Chapter 8 Not all applications or screens have menus Try chan
208. ry that begins with that letter If you write another letter the list scrolls to the first entry that starts with those two letters For example writing an s scrolls to Sands and writing sm scrolls further to Smith If you sort the list by company name the Look Up feature scrolls to the first letter of the company name 3 Tap the record to view its contents Using Find You can use Find to locate any text that you specify in any application that resides on your handheld Find does not search applications that reside on an expansion card To use Find 1 Tap the Find icon Tip If you select text in an application before you tap Find the selected text automatically appears in the Find dialog box 2 Enter the text that you want to find Find is not case sensitive For example searching for the name davidson also finds Davidson Find locates any words that begin with the text you enter For example searching for plane finds planet but not air plane 3 Tap OK Chapter 5 Page 87 Find searches for the text in all records and all notes Matches for David To Do Items Call David Addresses _ Crensh Davi 33 1 41 974521 Find Datebook Memos 11 22 Meeting Minutes Mail Messages As your handheld searches for the text you can tap Stop at any time You may want to do this if the entry you want appears be
209. s built into the computer or an enabled infrared device attached to the computer Some desktop computers may require an infrared device attached to a physical COM port Laptops are likely to have a built in IR port so no external device is necessary m Your computer must have an installed infrared driver If you have an external infrared device attached to your computer a driver is probably included with the device Consult the documentation included with the device for information on installing the required driver Check your computer s documentation to learn if the computer supports infrared communication Preparing your Macintosh computer for infrared communication Before you can perform a HotSync operation using the IR port to synchronize with your Macintosh computer you must install some additional files on your Macintosh Chapter 7 Page 181 To install the extensions for infrared communication on a Macintosh 1 Insert the Palm Desktop software CD ROM into the CD ROM drive on your Macintosh 2 Open the Palm Extras folder 3 Open the IrDA Files folder 4 Open the Install in your System Folder E gt amp Installinyour system Folder E items 29 8 MB available Name 23 IrDA Tool fp IrDALib Fp IrLanScannerPPC E SerialShimLib 5 Go to the Extensions folder in your System Folder and move the files with the same names as the files in the Install in your System
210. s of the Section appear in the green columns 10 13 it of Rows it of Columns Start Row Start Column 36 12 1 of Represents the total number of rows in the Section Rows excluding any header or total rows In other words this includes only the number of rows in the Section where your handheld data will be placed of Represents the total number of columns in the Columns Section excluding any header or total columns In other words this includes only the number of columns in the Section where your handheld data will be placed Start Is the number of the first row of the Section that will Row be filled with your handheld data Start Is the number of the first column of the Section that Column will be filled with your handheld data 11 Define the Dates and Intervals The dates and intervals between Appendix C Page 255 dates appears in the light blue columns 14 17 Date Intervals Between Date Dates Start day Day 1 o In the Date cell enter the row or column number where all the date information will be placed In the Dates cell enter the number of blank columns or rows separating the date fields If there are no blank columns or rows between date entries leave this number set to zero In the Start Day cell enter the day of the week that starts the expense reporting period Enter a three character abbreviation for the day e g Sun Mon Tue In
211. s the power button and hold it down for about two seconds Release the button when the backlight turns on Tip In addition you can assign the full screen pen stroke to activate the backlight See Pen preferences in Chapter 8 for details To turn off the backlight m Press and hold the power button for about two seconds The backlight also turns off automatically after a period of inactivity with the Auto off feature See Auto off delay in Chapter 8 for more information Page 6 Introduction to Your Handheld Using the onscreen contrast control Some Palm m500 series handhelds allow you to further adjust your display by changing the amount of contrast on the screen To adjust the contrast 1 Tap the Contrast icon Q in the upper right corner of the Graffiti writing area 2 Do one of the following To change the contrast in small increments tap to the left or right of the slider To change the contrast in larger increments drag the slider to the left or right Tip You can also use the up and down scroll buttons on the front of your handheld to adjust the contrast setting 3 Tap Done Chapter 1 Page 7 Locating back panel components Reset button Expansion card slot Side channel for stylus Side channel for cover Universal connector Side channels The right side channel holds the stylus which slides in and out and clicks into place To use the stylus remove it and hold
212. server is easy Note If you are connecting to an ISP you need a third party application such as a web browser or news reader to take advantage of this connection For information about third party applications that support TCP IP check the web site http www palm com To establish a connection m Tap Connect to dial the current service and display the Service Connection Progress messages Tip To see expanded Service Connection Progress messages press the lower half of the Scroll button Page 214 Setting Preferences for Your Handheld To close a connection m Tap Disconnect to terminate the connection between your handheld and your service Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information After you create a new or duplicate template you can add and edit settings To add a new service template 1 Tap the Menu icon 2 Tap Service and then tap New An Untitled service template is added to the Service pick list To duplicate an existing service template 1 Tap the Service pick list 2 Tap the predefined service template you want to duplicate 3 Tap the Menu icon 4 Tap Service and then tap Duplicate A copy of the service template is added to the Service pick list Adding detailed information to a service template If you are using one of the predefined service templates you probably only need
213. sion information for To Do List List Chapter 5 Page 121 Note Pad A record in Note Pad is called a note You can assign each note a title and store up to 999 notes on your handheld To create a new note 1 Press the Note Pad application button on the front panel of your handheld to open a new note Note If Note Pad is already running tap New Enter title here Write information here Pen selector 2 Write the information directly on the handheld screen Tip Tap the pen selector to choose a different pen width or choose the eraser to remove unwanted strokes 3 Optional Select the time at the top of the screen and enter a title using Graffiti writing 4 Tap Done Reviewing notes The note title and the date you created the note appear in the Note Pad list If you did not assign a title to your note the time you created the note appears as the note title This makes it easy to locate and review your notes To review a note 1 Inthe Note Pad list tap the note title Page 122 Using Your Basic Applications Tap arrows to scroll to next and previous notes Note Pad Pad vl Tapa 1 1252 pm 3 14 ot ed 2 Directions 3715 contents 2 Review or edit the contents of the note 3 Tap Done Setting an alarm for a note You can set an alarm for a specific time and date to remind you to follow up on a note To set an alarm for a note 1 Tap the note to w
214. sktop online Help Note The File Link feature is not available in Palm Desktop software for the Macintosh Chapter 7 Page 195 Creating a user profile If you use the File Link feature to configure several Palm OS handhelds with specific information such as a company phone list before distributing them to their actual users you can create a user profile to load the data into an handheld without associating that data with a user name The User Profile feature is designed only for the first time HotSync operation before you assign a User ID to a particular handheld To create a user profile on a Windows computer 1 Open Palm Desktop software 2 From the Tools menu choose Users 3 Click Profiles 4 Click New Selecta profile New Delete Rename Help 5 Enter a unique name for the profile and click OK New Profile x Enter a new profile name Cancel 6 Repeat steps 3 and 4 for each profile that you want to create and then click OK to return to Palm Desktop software 7 Select the profile from the User list and create the data for the profile e g company phone list etc User Tech Support profile v Adam first time Midyne Tech Support profile Edit Users Page 196 Advanced HotSync Operations To create a user profile on a Macintosh 1 Open Palm Desktop software 2 From the User pop up menu choose Edit Users 3 Click New Profile
215. st 15 Elements of the handheld interface cccccccccsscesscesseesseeeseeeees 16 Opening applications c ccc cseesecessssseseseseseseseseseeesees 17 Using MENUS iriran este ioe hee lec EEE Rites 19 Entering a taste fecewscdsts etscn e snot aces tatien gave E Sevev ees 21 Customizing your handheld cece eee ceeesnesseseeeeseneseees 25 Chapter 2 Entering Data in Your Handheld 29 Using Graffiti writing to enter data 0 ceteseseeeenenens 29 Writing Graffiti Characters ss ssesssesssssessissesssstesissesnenteeresresnees 29 Graffiti tips esain ni is cvceddeles reaa iaa oyei EE R aa aas 31 The Graffiti alphabet ss cc0 35 sscnisidaisnnrainibecsisiedetenitbes 31 Writing capital letters cccceedssceaseerereveieetineiacsseessbetteeeatendiventes 32 Writing numbers oi5 2 5ia i c ite cen Gath leaned 33 Graffiti numbers ccccecccssseesscssscessecessecsssecsseeeseecsceeseceseeesseceseeees 33 Writing punctuation marks occ ceeseeseeeteseseeseseseeneseseees 34 Additional Graffiti punctuation c ccc cece eeeee cece 34 Writing symbols and extended characters cccseesseeeseeeees 35 Writing accented characters ccceeecsceessseesesesenessseseseeserseseees 35 ACCONESILOKES suunnan a a tetera hooters 36 Additional non English characters ccccccccesseseecceseeeeeeeees 36 Navigation Strokes cc ccc8 rec cteieai ek bean u aE 36 Graffin Short Guts ae a a aaa a aaa tis eve Nie hea aeaa 37 Usi
216. t Connecting with the desktop using IR to PC Handheld G Tap here to start IR at HotSync w IR to PC Handheld operation Page 184 Advanced HotSync Operations Returning to cradle HotSync operations It s easy to return to using the cradle for HotSync operations Note If your cradle is connected to a USB port you can continue using it while HotSync Manager is configured for infrared communication Use the following instructions to return to Local USB cradle HotSync operations only when needed such as when you have disconnected the cradle from the USB port To return to local USB cradle HotSync operations on a Windows computer 1 If needed connect the cradle to the USB port of your computer you use for HotSync operations 2 Click the HotSync Manager icon in the Windows system tray and select Local USB if it is not already checked To return to local Serial cradle HotSync operations on a Windows computer 1 If needed connect the cradle to the port of your computer you use for HotSync operations 2 Click the HotSync Manager icon in the Windows system tray 3 Choose Setup and then click Local 4 Select the COM port where your cradle is connected 5 Click OK To return to local serial cradle HotSync operations on a Macintosh If needed connect the cradle to a serial port on your Macintosh Double click the HotSync Manager icon in the Palm folder In the HotSync Controls tab select Enabled
217. t no longer appear on the list because you turn off this setting have not been deleted They are still in the memory of your handheld Purge completed items to remove them from memory Show Only Shows only the items that are currently due Due Items past due or have no due date specified When this setting is active items that are not yet due do not appear in the list until their due date Record Replaces the due date with the actual date Completion when you complete check the item If you do Date not assign a due date to an item the completion date still records when you complete the item Page 120 Using Your Basic Applications Show Due Displays the due dates associated with items Dates in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes Show Shows the priority setting for each item Priorities Show Shows the category for each item Categories 3 Tap OK To Do List menus To Do List menus are shown here for your reference and To Do List features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu I Record Delete Item zD Attach Note A Delete Note O Purge WE Beam Item B Beam Categor Options menu Record Edit ears Font F Phone Lookup L Security H About To Do List About To Do Shows ver
218. t screen or application To change the HotSync buttons preferences 1 Tap HotSync 2 Tap the pick list next to the button you want to assign HotSync Buttons Customize the HotSync Button on the cradle or optional handheld modem to show Cradle pick list G3 w HotSync Modem G oy HotSync Tap arrow 3 Tap the application that you want to assign to each button The default setting for each button is the HotSync setting which means the cradle and optional PalmModem accessories perform their normal HotSync functions 4 Tap OK Page 202 Setting Preferences for Your Handheld Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen This is the same screen that appears when you start your handheld for the first time You can recalibrate your screen after a hard reset or if your digitizer drifts Formats preferences Use the Formats Preferences screen to set the country default and the display format of the dates times and numbers on your handheld Country default The country default sets date time week start day and number conventions based on geographic regions where you might use your handheld For example in the United Kingdom time often is expressed using a 24 hour clock In the United States on the other hand time is expressed using a 12 hour clock with an AM or PM suffix All your handheld applications use the Country default settings You can how
219. t stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode ShortCut K Page 224 Setting Preferences for Your Handheld Editing a ShortCut After you create a ShortCut you can modify it at any time To edit a ShortCut 1 Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap Yes Chapter 8 Page 225 Page 226 Setting Preferences for Your Handheld Appendix A Maintaining Your Handheld This chapter provides information on the following Proper care of your handheld Prolonging battery life Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble free service Please observe the following general tips when using your handheld Take care not to scratch the screen of your handheld Keep the screen clean When working with your handheld use the supplied stylus or plastic tipped pens intended for use with a touch sensitive screen Never use an actual pen or pencil or other sharp object on the surface of the handheld screen Your handheld is not waterproof and should not be exposed to rai
220. t you mark as private so the information appears greyed out m Hide all records that you mark as private so they do not appear on any screen You can mask and hide private records with or without a password Without a password private records are hidden or masked until you set the Security application to show them With a password you must enter the password to view the private entries See Making records private in Chapter 5 for information on making records private Assigning a password You can assign a password to protect your private records and to lock your handheld To assign a password 1 Tap the Applications icon Q 2 Tap the Security icon 3 Tap the Password box 4 Enter a password 5 Enter a hint to help your remember your password if you forget it This is optional Page 52 Managing Your Applications Tap here Password Enter a password lt gt If you assign a password you must enter it to show private records Current Privacy w Show Records OK Cancel TE 6 Tap OK 7 Enter the same password a second time and tap OK Changing or deleting a password Once you define a password for your handheld you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Password box 2 Enter the current password Id Password yi Please enter your password Current Pr
221. tSync application settings 178 TR HotSync operations 0 0 ccceccccsesecseeeseeseseeeesseseseseseeeseeessessseenees 181 Preparing your computer for infrared communication 181 Configuring HotSync Manager for infrared communication 182 Performing an IR HotSync operation ceeceeeeeeeeneeeeees 184 Returning to cradle HotSync operations cccccceseteteteeees 185 Conducting a HotSync operation via modem cceeeeeeeeees 186 Preparing your computer ccc sseeseeteeeeeeeeeeteceeseeeteeeees 186 Preparing your handheld ees cenensesseseeeseseees 189 Selecting the conduits for a modem HotSync operation 190 Performing a HotSync operation via a modem c cece 191 Conducting a HotSync operation via a network 192 Connecting to your company s dial in server ccccceeeee 192 Performing a network HotSync operation 0 0 cscs 195 Using File Litt hee son isror i ran r ennen SE R ened 195 Cr ating auser profile sc seene Test a o Ea eE 196 Chapter 8 Setting Preferences for Your Handheld 199 Viewing preferences sosisnssiesenisseniaiennaiitanin 200 Buttons prefereiCeSsysneyunii inna y 200 Peni preterences 2 2 seiiae tie itis See e a dei ANN 201 HotSync buttons preferences ccccccscsseesseeeseescesesescsesnenenens 202 Digitizer preferences sssini ait 203 Formats preferences nea hea ia g aS 203 Country defatltisn eies NS 203 Time date week start and numbers formats cc ccscee
222. ta files importing data from 39 40 fonts for 95 selecting all 75 Thousands separator 204 Time alarm setting 101 format 204 setting current 26 setting event 97 start and end for Date Book Day view 111 Tips online 21 To Do List adding Address Book data to records 88 89 archive files tda 39 categorizing records 82 121 checking off items 118 completed items 120 completion date 120 conduit for synchronizing 178 creating records 73 117 deleting records 75 104 due date 119 120 121 fonts 95 menus 121 notes for records 94 95 opening 70 overview 69 prioritizing records 117 121 private records 94 purging records 76 77 120 sorting records 90 Today See Current date Transferring data See HotSync Transmitting data See Beaming information Troubleshooting 244 Truncating e mail 165 Turning off handheld automatically 204 Page 274 Index pen stroke for 202 problems with 236 Turning on handheld application buttons 6 displaying owner s name 223 power button 5 problems with 235 U Undoing actions 74 Uninstalling Desktop software 51 Universal connector 9 59 206 Unresponsive handheld 236 Unsent e mail editing 154 Untimed events 97 100 101 102 Updating data See HotSync User name for ISP 210 identifying handheld 223 User profiles 196 vV VCal 39 VCard 39 Vendor for Expense item 135 Vibrate alarm 205 wW Web Clipping preferences 200 Web sites 14 Week Date Book view 105 107 204 238
223. te After you display and modify the e mail item you can send it or save it as a draft Purging deleted e mail Your handheld stores deleted e mail in the Deleted folder until you perform a HotSync operation so deleted e mail can claim storage space To avoid this problem purge the contents of your Deleted folder E mail that you purge is still deleted from your desktop E Mail application when you perform the next HotSync operation Chapter 6 Page 157 To purge the contents of the Deleted folder 1 Tap the Menu icon 2 Tap Message and then tap Purge Deleted 3 Tap Yes Note You cannot restore e mail items after you purge them Message list options Message list options enable you to manage the way the Message list displays information Folders Your handheld provides folders for categorizing your mail The Message list displays the e mail items in the folder you select To select a folder 1 Tap the pick list in the upper right corner to open the list of folders Inbox Contains the e mail from your desktop E Mail application Inbox minus any that you have excluded using filtering options See Creating special filters later in this chapter Outbox Contains the e mail you created and sent on the handheld since the last HotSync operation Deleted Contains the e mail you deleted since the last HotSync operation Filed Contains the e mail you want to store on the handheld Draft Contains the e mail you crea
224. ted using the handheld but are not yet ready to send 2 Select the folder you want to display in the Message list screen Date column The Date column is optional in the Message list By default the Date column is hidden to increase the available screen space To show the Date column 1 In the Message list tap Show Page 158 Communicating Using Your Handheld ben_adams netc Package sent Show Options Li Sort by w Date D W Show Date Ta Show 2 Tap the Show Date check box to select it 3 Tap OK Sorting the Message list You can sort e mail items by the date sent by sender or by subject Note High priority e mail items always appear first no matter how you sort the list To sort the Message list 1 In the Message list tap Show 2 Tap the Sort by pick list and select one of the following options Date Sorts e mail by date and displays the most recent e mail item at the top of the screen Sender Sorts e mail by the sender s user name and displays items in ascending alphabetical order based on the first word of the From field Subject Sorts e mail by the subject and displays items in ascending alphabetical order based on the first word of the Subj field 3 Tap OK HotSync options HotSync options enable you to manage your e mail more effectively by selecting which e mail items download when you synchronize your computer and your handheld You can define different settin
225. that decision you must tell your handheld what it needs to look for in the To From and Subj fields to single out those e mail items To access the special filter settings m Tap the Filter box in the HotSync Options dialog box Chapter 6 Page 161 HotSync Options Li HotSync Options Li Settings for w Local HotSync Settings for w Local HotSync Tap here iy Send only to display All Send only BURJA All messages will be syn Filter chronized between the options handheld and the remote email system Retrieve All High Priority w Ignore Messages Containing To b From Sib hr se Oe Ignoring or receiving e mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e mail that matches the information you specify To define whether to ignore or receive e mail m Tap the pick list in the center of the HotSync Options dialog box and select one of the following settings HotSync Options Li HotSync Options Li Settings for w Local HotSync jp Settings for w Local HotSync a senior Fer amp Retrieve All High Priority X Retrieve All High Priority Iqnore Messages Containing Tap here Retrieve Only Msas Containing w Ignore Messages Containing Select Filter option Ignore Tells your handheld to exclude the e mail Messages items that meet the criteria you define and Containing download all other e mail items during synchroniz
226. the Installer icon to begin the installation procedure 5 Follow the onscreen instructions to complete the installation Using your handheld with another PIM If you prefer to use another personal information manager PIM such as Microsoft Outlook you still need to install Palm Desktop software in order to add HotSync Manager the connection software and other features of Palm Desktop software to your computer The connection software called a conduit lets you synchronize the data between your handheld and your PIM The conduit for Microsoft Outlook is included on the Palm Desktop software CD ROM Windows only however you must install it in addition to the Palm Desktop software For information on the availability of conduit software for the PIM you use contact the vendor of your PIM or visit the web site http www palm com Page 14 Introduction to Your Handheld Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld The first time you start your handheld setup instructions appear on the screen These instructions include a calibration screen Calibration aligns the internal circuitry of your handheld with its touch sensitive screen so that when you tap an element on the screen
227. the Welcome screen appears followed by the Date and Time Preferences screen to set date and time To perform a soft reset m Use the reset tip tool or the tip of an unfolded paper clip or similar object without a sharp tip to gently press the reset button inside the hole on the back panel of your handheld Reset button Tip The metal and plastic stylus that comes with your handheld has a reset tip inside To use it unscrew the metal barrel from the stylus quill Appendix A Page 229 Performing a hard reset With a hard reset all records and entries stored in your handheld are erased Never perform a hard reset unless a soft reset does not solve your problem Note You can restore any data previously synchronized with your computer during the next HotSync operation To perform a hard reset 1 Hold down the power button on the front panel of the handheld 2 While holding down the power button use the reset tip tool or the tip of an unfolded paper clip or similar object without a sharp tip to gently press and release the reset button 3 Wait for the Palm logo to appear then release the power button 4 When a message appears on the handheld screen warning that you are about to erase all the data stored on your handheld do one of the following Press the upper half of the scroll button on the front panel of the handheld to complete the hard reset and display the Digitizer screen Press any other
228. the applications a single Date Book event Address Book entry To Do List item Note Pad note Memo Pad memo or Expense item Creating records You can use the following procedure to create a new record in Date Book Address Book To Do List Note Pad Memo Pad and Expense To create a record 1 Select the application in which you want to create a record 2 Tap New 3 In Date Book only Select start and end times for your appointment and tap OK 4 Enter text for the record 5 Optional Tap Details to select attributes for the record Not available in Note Pad 6 In Address Book Note Pad and Memo Pad only Tap Done There s no need to save the record because your handheld saves it automatically Editing records After you create a record you can change delete or enter new text at any time Two screen features tell you when your handheld is in editing mode m A blinking cursor m One or more dotted edit lines Chapter 5 Page 73 Jul 24 02 KIBO GEEC Blinking cursor Seb Data Gers Edit line Note In Note Pad you can write anywhere on the screen So you will not see an edit line or blinking cursor Entering text For information on how to enter text using Graffiti writing the onscreen keyboard or the keyboard attached to your computer see Chapter 2 For information on entering text in Note Pad see Note Pad later in this chapter Edit menu The Edit menu is availab
229. the profile you want to load on the handheld and click OK to transfer all the profile data to the handheld Please select a user User Sales New User Cancel T The next time you perform a HotSync operation Palm Desktop software prompts you to assign a user name to the handheld Page 198 Advanced HotSync Operations Chapter 8 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your handheld including the following General Set the auto shut off interval the Stay on in cradle feature the system alarm and game sounds the Alarm Vibrate and LED features and the Beam Receive feature Date and Set the date time time zone and Daylight Saving Time switch Formats Set the country default and the formats for dates times calendar and numbers Connection Configure cradle modem and infrared communication settings Owner Assign your name phone number and other owner information to your handheld Buttons Assign different applications to the buttons on the front panel of your handheld and the HotSync button on the cradle and reassign the full screen pen stroke command ShortCuts Define a list of Graffiti abbreviations Digitizer Calibrate the screen on your handheld Network Configure your handheld for use with a network Phone Configure your handheld to communicate with a wireless phone You must first install the appr
230. tion create a new category or leave the information unfiled Page 168 Communicating Using Your Handheld D Do you want to accept Accessories into Address Category w Unfiled 4 Tap Yes Tips on beaming information m You can set the full screen pen stroke to beam the current entry See Pen preferences in Chapter 8 for more information m You can draw the Graffiti Command stroke to activate the Command toolbar and then tap the beam icon m You can use the Graffiti Command stroke B to beam the current entry Chapter 6 Page 169 Page 170 Communicating Using Your Handheld Chapter Advanced HotSync Operations HotSync technology enables you to synchronize data between one or more Palm OS handhelds and Palm Desktop software or another PIM such as Microsoft Outlook To synchronize data you must connect your handheld and Palm Desktop software You can synchronize your data either directly or indirectly Direct methods include placing your handheld in the cradle attached to your computer or using infrared communications Indirect methods include using a modem or using network HotSync technology This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications a modem or a network See Exchanging and updating data HotSync operations in Chapter 5 for information about performing your first and subsequent local HotSync operatio
231. to indicate alarms Some applications enable you to set alarms to remind yourself of events or notes You can set preferences for non audible alarm notification See General preferences in Chapter 8 for details Chapter 1 Page 5 Handheld Displays the applications and information stored in screen your handheld It is touch sensitive and responds to the stylus Graffiti The area where you write letters and numbers using writing the Graffiti alphabet See Chapter 2 to learn how to area write Graffiti characters Scroll Displays text and other information that extends buttons beyond the area of the handheld screen Pressing the lower scroll button scrolls down to view information below the viewing area and pressing the upper scroll button scrolls up to view the information above the viewing area Application Activates the individual handheld applications that buttons correspond to the icons on the buttons Date Book Address Book To Do List and Note Pad See Buttons preferences in Chapter 8 for details on reassigning these buttons to activate any application on your handheld Tip If your handheld is turned off pressing any application button activates the handheld and opens the corresponding application Using the backlight If lighting conditions make it difficult for you to see the information on your handheld you can use the backlight to illuminate your screen To activate the backlight m Pres
232. tup Enables you to perform HotSync operations using the HotSync cradle that is connected to your Macintosh If you are using the USB cradle for a direct HotSync operation you do not need to set these options set them if you are using the optional serial cradle m Speed Determines the speed at which data is transferred between your handheld and Palm Desktop software Try the As Fast As Possible rate first and adjust downward if you experience problems This setting allows Palm Desktop software and your handheld to find and use the fastest speed m Port Identifies the port that Palm Desktop software uses to communicate with the HotSync cradle Select the port where you connected the HotSync cradle If you perform IR HotSync operations select Infrared port Modem Setup Enables you to perform HotSync operations across a telephone line To do this you must purchase an optional add on modem accessory for your handheld have a modem connected to your Macintosh and set the following options m Modem Identifies the type of modem connected to your Macintosh If your modem does not appear on the list use the Hayes setting or choose Custom to enter a command string Refer to the manual that came with your modem to find the appropriate command string Page 176 Advanced HotSync Operations Modem Setup m Port Identifies the port that Palm Desktop continued software uses to communicate with the modem Select the USB modem or p
233. tware from your computer Installing add on applications Your handheld comes with the Date Book Address Book To Do List Note Pad Memo Pad Expense Calculator and Mail applications installed and ready to use You can also install additional applications on your handheld or ona card that is seated in the expansion card slot such as games and other software The Install Tool makes it easy to install software during a HotSync operation There are a variety of third party applications available for your handheld To learn more about these applications go to the web site http www palm com Note Any game or application that you install on your handheld resides in RAM memory you can delete them at any time To install add on software on your handheld using a Windows computer 1 On your computer copy or download the application you want to install into the add on folder in your Palm Desktop directory on your computer Note If the software you download is compressed you need to decompress it into this folder If you prefer to place the application into another folder you need to navigate to that folder before you complete step 5 2 Double click the Palm Desktop icon on your desktop 3 Click Install Tip You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PRC PDB PQA PNC or SCR file extension Page 46 Managing Your Appl
234. u commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates TCP IP application menus are shown here for your reference See Using menus in Chapter 1 for more information about choosing menu commands Service menu E Edit Options Duplicate L Chapter 8 Page 221 Options menu 7 ViewLog V TCP IP troubleshooting If you are having a problem establishing a network connection using TCP IP check this section and try the suggestions listed Displaying expanded Service Connection Progress messages It s helpful to identify at what point in the login procedure the connection fails An easy way to do this is to display the expanded Service Connection Progress messages Expanded Service Connection Progress messages describe the current stage of the login procedure Press the lower half of the scroll button at any point during login to display these messages Viewing the Network Log If viewing the expanded Service Connection Progress messages does not give you enough information to find out why you cannot connect to your ISP or dial in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in server during the login procedure The information in the Network Log can help your ISP or your System Administrator pinpoint where the login procedure communication fails and why To
235. u must have an infrared equipped mobile phone near your handheld to use this feature These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all entries Rename Custom Fields Create your own field names by editing the text on the lines below Custom 1 Shows version information for Address Book Page 116 Using Your Basic Applications To Do List A To Do List item is a reminder of some task that you have to complete A record in To Do List is called an item To create a To Do List item 1 Press the To Do List application button amp on the front of your handheld to display the To Do List 2 Tap New New To Do item Tap New t 3 Enter the text of the To Do List item The text can be longer than one line 4 Tap anywhere onscreen to deselect the To Do List item Tip If no To Do List item is currently selected writing in the Graffiti writing area automatically creates a new item Setting priority The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency The default setting for the To Do List is to arrange items by priority and due date with priority 1 items at the top If you have a number of items in your list changing an item s priority setting may move its position in the list Note
236. ult setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Click Done to activate your settings 10 Perform a HotSync operation Appendix A Page 231 To restore your data from a Macintosh after a hard reset 1 Double click the HotSync Manager in the Palm folder 2 From the HotSync menu choose Conduit Settings o Conduit Setting SB 2 User Handheld User A a Conduit Settings Last HotSync Next HotSyne Action amp Address Book 3 30 00 10 34 AM Synchronize 3 30 00 10 34 AM Backup 3 30 00 10 34 AM Synchronize 3 30 00 10 34 AM Install files 3 30 00 10 34 AM Synchronize 3 30 00 10 34 AM Synchronize amp To Do List 3 30 00 10 34 AM Synchronize 3 From the Users pop up menu select the appropriate user name 4 Select an application from the list 5 Click Conduit Settings Settings HotSync action for Address Book O A synchronize the files O Q macintosh overwrites handheld Bo Q Handheld overwrites Macintosh Qu lal GQ Do Nothing Default setting Synchronize the files Cg 6 Click Macintosh overwrites handheld Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis c
237. view the Network Log 1 Tap Options and then tap View Log 2 Tap the up and down arrows of the scroll bar to see the entire Network Log 3 Tap Done Adding a DNS number If your ISP or dial in server requires a DNS number and you did not enter that information in the Network Preferences screen it will appear that you successfully logged into your network When you try to use an application or look up information however the connection fails If this occurs try adding a DNS number Ask your ISP or your System Administrator for the correct Primary and Secondary DNS IP numbers Page 222 Setting Preferences for Your Handheld Owner preferences The Owner Preferences screen enables you to record a name company name phone number or any other information that you want to associate with your handheld If you use the Security application to turn off and lock your handheld with a password information that you put in the Owner Preferences displays the next time you turn on your handheld See Chapter 1 for more information To enter the Owner preferences m Enter the text that you want to associate with your handheld in the Owner Preferences screen If you enter more text than can fit on one screen a scroll bar automatically appears on the right side of the screen Preferences If you assign a password with the Security application the information in the Owner Preferences screen cannot be changed In this case an Un
238. ween your Chapter 3 Page 47 handheld and an expansion card Change Destination x Change the destination of the fies to be installed Install To Install To Randheld X SecureDiotal SD Card zj 8 HARDBALL PRC 9 ParensLite pre INSTAPP HLP ee Lyrics doc LL Qa You can instal only certain types of files to the handheld for example tiles of iD type pre pdb etc Files of other types should be installed to a card 9 Click OK to close the Change Destination window 10 Click Done to close the Install Tool window 11 Perform a HotSync operation to install the selected application s See Exchanging and updating data HotSync operations in Chapter 5 for details Note Files that remain in the list after you perform a HotSync operation did not install This can happen if the file type was not recognized during the HotSync operation Expansion cards may hold applications that use files other than the Palm application files In order for your handheld to recognize such a file you must launch the application that uses these files at least once To install add on software on your handheld using a Macintosh 1 On your Macintosh copy or download the application you want to install into the add on folder in your Palm folder Note If the software you download is compressed you need to decompress it into this folder 2 Double click the Hotsync Manager icon in the Palm folder 3 F
239. written approval may void the user s authority to operate this equipment Responsible Party Palm m500 series Product Palm Inc Family 5470 Great America Parkway Santa Clara California 95052 rece Comply United States of America Standards 408 326 9000 FOR HOME OR OFFICE USE Product Regulatory Information Page 261 Canadian ICES 003 Statement This Class B digital apparatus meets all requirements of the Canadian Interference Causing Equipment Regulations Cet appareil num rique de la classe B respecte toutes les exigences du R glement sur le mat riel brouilleur du Canada CE CE Compliance Statement This product was tested by Palm Inc and found to comply with all the requirements of the EMC Directive 89 336 EEC as amended This is a Class B product based on the standard of the Voluntary Control Council for In terference from Information Technology Equipment VCCI If this is used near a radio or television receiver in a domestic environment it may cause radio interference Install and use the equipment according to the instruction manual CORE ARUBASSEAMSAERH MBS VCCI OB CESS PIABSRAMHEECT CORES RERRCRATSCH ZAWELTWETAM CORBIS VAPF LEDs YZEL T PASHSS BSBST5 SE OTCeEMHVET WIR RICHES TELURMURWSELTE Sb Battery Warning Do not mutilate puncture or dispose of batteries in fire The batteries can burst or ex plode releasing hazardous chemicals Discard used batteries according to the ma
240. xcel 138 141 249 258 sorting records 90 templates for reports 139 type 134 142 vendor 135 External keyboard 25 F FCC Statement 261 Files linking to external 195 Filing e mail 156 Filters for e mail 161 165 Finding applications using Graffiti writing 18 e mail addresses 150 151 information in applications 86 90 phone numbers 88 89 using the Find application 87 Folders for e mail 158 Fonts 95 96 138 Page 268 Index Formats preferences 203 Frozen handheld 236 G Games 205 General preferences alarm LED setting 205 alarm sounds 205 alarm vibrate setting 205 auto off delay 204 system sounds 205 Glossary See Graffiti ShortCuts Graffiti accented characters 35 alphabet 29 31 basic concepts 29 capital letters 32 Command stroke 20 defined 23 how to write characters 30 menu commands 20 moving the cursor 36 numbers 33 online Help 75 201 problems using 237 punctuation marks 34 ShortCuts for entering data 37 223 225 symbols 35 tips 31 writing 29 37 writing area 6 30 Hard reset 230 235 Hardware add ons 9 59 Header information e mail 147 148 Help Graffiti 75 online tips 21 Hiding records 92 High Priority e mail filter 164 HotSync buttons preferences 202 conduits for synchronizing applications 178 179 231 232 conduits for synchronizing applications Macintosh 179 180 customizing 178 179 defined 77 first time operation 78 82 196 198 for managing desktop E Mail 145 146 HotS
241. xisting sample templates cccccseeeeseeteteeees 250 Determining the layout of the Expense Repott cccccceeees 251 Tab else ana E No A A aE nE E estates es tesussetei tease 251 SECOS artine ee ana a Gee i Oe e o e ae ia 251 Analyzing your custom Expense Report cceeeee eee 252 Programming the mapping table 0 0 eee ceeeeeeseneneeeeeees 253 Using applications other than Microsoft Excel 257 Expense file details csi ca ianiaiite ta cctern ei e 258 Contents Page ix Appendix D Non ASCIl Characters for Login Scripts 259 LUTES ACAI ER E EAE I E E E EAEE ces eGR 259 Carriage return and line feed snsnnsssssssssesssssssssestessisressesssesteseseee 259 Literal Characters saree AO A NE EEL 259 Product Regulatory Information 2 2 20 eseeeeeeeeeeee 261 FCC Slem Ne Bice A a e a a ce oe 261 Canadian ICES 003 Statement ccccccccececcscesscecessssessesseeseeeeeees 262 CE Compliance Statement ceseseeseessesssseeseseseeesenens 262 Battery Warning onse pinan pi eai aaraa a iaia a R eaa 262 WING CES e E E EE EE E A E E E A 265 Page x Handbook for the Palm m500 Series Handheld About This Book Welcome to the Palm m500 series handheld This handbook is designed to help you get up and running quickly on your handheld It describes all you need to know about how to use your handheld and the applications that come with it It walks you through Locating all the parts of your handheld
242. xpense Report 14 15 16 17 snacks In the previous example all expense items would be populated into row column 4 of the custom Expense Report Complete the table All of the remaining columns 49 57 in the table are used to define the column or row number that corresponds to the description Mark a Section for prepaid expenses yellow column If a row in the map table is for prepaid company paid expenses type a yes in the cell on that Section s row Type no in all the cells of this column that do not pertain to prepaid expenses 57 PrePaid NO YES NO Repeat steps 9 through 15 for each Section that you have defined for your custom Expense Report Map Expense Report Options dialog magenta section The Expense Report Options dialog has five fields where you can fill in data for the header on your expense report Use this section to specify the row and column on your template where this information will be mapped Employee Name Department Header Row Header1Col Header2Row Header2Col 2 2 3 Because header data is not related to any particular Section you have to fill in only one row If the item does not appear on your template leave these cells blank Using applications other than Microsoft Excel You can use applications other than Microsoft Excel such as Lotus 1 2 3 or Quattro Pro to open and manipulate the Expense data on your c
243. y 204 Autotext See Graffiti ShortCuts nid TA Backlight 5 201 Battery preset 111 i setting in Clock 130 conserving power 204 setting in Date Book 101 eae 298 setting in Note Pad 123 x es ere sound 111 132 205 236 TEC PRT vibrate setting 205 PIG Alphabet warning 262 263 Graffiti writing 31 BCC blind carbon copy 152 Beaming onscreen keyboard 16 22 a E ate a Ce Application buttons 6 17 68 69 70 Meee 71 200 location of IR port 5 A lica ons pen stroke to activate 202 PP Address Book 68 problems with 246 Index Page 265 See also Infrared Bold font for text 95 Business card for beaming 167 Buttons preferences 200 Cc Calculator buttons explained 128 129 memory 128 opening 72 overview 71 recent calculations 71 129 Calibration 15 203 237 Call Waiting disabling 190 213 Calling card using in phone settings 190 214 Capital letters Graffiti writing 32 Card See Expansion Card Caring for the handheld 227 Categories application 43 44 assigning records to 82 83 beaming 167 168 creating 84 85 default 82 displaying 84 116 238 folders for e mail 158 merging 86 renaming 85 using in Applications Launcher 44 cc Mail 144 Chain calculations 129 Characters Graffiti 29 Check boxes 17 Clearing Calculator entries 128 Clock alarm 130 alarm preferences 132 display options 132 menus 131 opening 73 130 Combining categories 86 Comma delimited files importing data from 39 Command buttons 17 equivalents Graf
244. y and confirm that Private Records is set to Show private records m In To Do List tap Show and see if Show Only Due Items is selected m Ifyou cannot manually arrange the order of the memos in the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual m If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your handheld still appear in the order defined in the Memo Preferences setting In other words the sort settings you use with Palm Desktop software are not transferred to your handheld In the Week View you cannot select overlapping events that have the same start time If you have two or more events with the same start time choose the Day View to see the overlapping events You must have fonts that include the euro symbol on your desktop computer Check HotSync operationit these web sites for additional information doesn t appearinmy http www microsoft com windows euro asp Palm Desktop http til info apple com techinfo nsf artnum software n22222 Page 238 Frequently Asked Questions HotSync problems Problem Solution I cannot doa m Make sure the HotSync cradle is HotSync operation connected securely what should I check On a Windows computer try these steps to make sure I am P X P doing it correctly m Check the Windows system tray to make sure the HotSync Manager is running If it is not
245. ylus creates a punctuation mark Aone shift Note When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Symbol Stroke Symbol Stroke Period Dash Comma P Left Paren d i Apostrophe Right Paren Question Slash a Exclamation Dollar S Additional Graffiti punctuation ENE SENG Ci cee eee es EDBIEISININ Z VN NJ iu QE Page 34 Entering Data in Your Handheld Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld Symbol Shift When the Symbol Shift is active a slanted shift symbol appears in the lower right corner of the screen The next stroke that you make creates the symbol or extended character Symbol Shift CONME x zE BIMISIQ Writing accented characters To create accented characters draw the stroke normally used to create the letter followed by an accent stroke Graffiti writing then adds the accent to the letter o mR For example the following diagram shows the strokes required to draw an accented e Elme Chapter 2 Page 35 Accent strokes XA AN BO Using these accent strokes you can write the fo
246. ync Manager 77 IR operation 181 185 linking to external files 195 local operation 78 172 240 241 242 local operation on Macintosh 81 modem operation 173 186 191 242 244 modem settings 187 network operation 192 195 operations using cradle 185 206 operations using IR port 182 184 207 208 options for filtering e mail 159 165 problems with 239 245 problems with IR 244 restoring data 230 232 setting options 171 173 for synchronizing data 12 using with another PIM 51 Icons alarm 101 application 16 44 note 95 online Tips 21 onscreen 237 repeating event 104 Idle timeout of ISP or server connection 216 Ignoring e mail See Filters for e mail Importing data 24 39 41 Inbox 158 Index Page 269 Infrared connections 207 HotSync operations 182 184 207 208 port 5 181 problems with IR HotSync operations 244 requirements for computer 181 Initialization string 208 Installing applications 46 50 conduit to install applications 178 Desktop software 13 Mail See Mail desktop configuration International characters Graffiti writing 35 onscreen keyboard 38 IP address 215 217 IR port See also Beaming and Infrared IR See Infrared IrCOMM 181 207 IrDA Infrared Data Association 181 Items See To Do List or Expense K Keyboard computer 38 external 25 onscreen 16 37 38 201 L LED alarm 205 Letters font style 96 Graffiti 29 31 onscreen keyboard 37 List in Applications Launche

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